+72.6%
VZ vs XBI
+129.6%
-56.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | +1.5% | -1.1% | +2.6% | +1.6% |
| 30D | +4.4% | +2.6% | +1.8% | +4.1% |
| 3M | -2.4% | -4.0% | +1.7% | -2.2% |
| 6M | +1.4% | +10.9% | -9.5% | 0.0% |
| YTD | +21.4% | +23.6% | -2.2% | +18.0% |
| 1Y | +20.3% | +35.1% | -14.8% | +15.7% |
| 3Y | +57.4% | +125.2% | -67.8% | +41.2% |
| 5Y | +21.9% | +19.7% | +2.2% | +15.9% |
| All | +72.6% | +129.6% | -56.9% | +53.1% |
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