+64.9%
VZ vs XBI
+160.4%
-95.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.3% |
| 7D | +0.9% | -4.6% | +5.6% | +1.4% |
| 30D | +7.7% | -2.0% | +9.7% | +7.9% |
| 3M | +9.7% | +17.8% | -8.1% | +7.8% |
| 6M | +3.1% | +23.7% | -20.6% | +0.6% |
| YTD | +30.5% | +28.2% | +2.3% | +26.7% |
| 1Y | +22.5% | +64.0% | -41.5% | +15.7% |
| 3Y | +82.4% | +99.4% | -17.0% | +66.8% |
| 5Y | +28.0% | +19.3% | +8.7% | +22.0% |
| All | +64.9% | +160.4% | -95.5% | +44.3% |
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