+84.3%
VZ vs XBI
+107.0%
-22.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.7% | +0.6% |
| 7D | +0.2% | -0.9% | +1.1% | +0.2% |
| 30D | +7.1% | +2.9% | +4.2% | +7.0% |
| 3M | +12.8% | +26.2% | -13.4% | +11.6% |
| 6M | +1.8% | +30.7% | -28.9% | +0.4% |
| YTD | +30.0% | +32.9% | -2.9% | +27.8% |
| 1Y | +24.3% | +72.3% | -48.0% | +19.3% |
| 3Y | +84.3% | +107.2% | -22.9% | +59.4% |
| All | +84.3% | +107.0% | -22.7% | +59.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling