+71.6%
VZ vs XBI
+143.7%
-72.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.6% |
| 7D | +0.9% | -1.8% | +2.7% | +1.1% |
| 30D | +8.9% | +3.2% | +5.7% | +8.5% |
| 3M | +0.1% | -1.1% | +1.2% | 0.0% |
| 6M | +1.9% | +16.1% | -14.2% | 0.0% |
| YTD | +22.0% | +28.3% | -6.3% | +18.3% |
| 1Y | +22.1% | +37.7% | -15.6% | +17.4% |
| 3Y | +58.7% | +134.9% | -76.3% | +41.9% |
| 5Y | +22.3% | +24.5% | -2.2% | +15.9% |
| 10Y | +71.6% | +139.4% | -67.8% | +52.1% |
| All | +71.6% | +143.7% | -72.1% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded XBI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling