+57.7%
VZ vs XBI
+132.9%
-75.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.5% |
| 7D | +2.4% | +0.1% | +2.3% | +2.4% |
| 30D | +11.2% | +0.8% | +10.3% | +11.3% |
| 3M | 0.0% | -1.9% | +1.9% | +0.1% |
| 6M | +1.3% | +15.2% | -13.9% | +1.3% |
| YTD | +21.3% | +27.3% | -6.0% | +20.8% |
| 1Y | +23.9% | +41.5% | -17.5% | +22.7% |
| 3Y | +57.7% | +133.1% | -75.4% | +52.4% |
| All | +57.7% | +132.9% | -75.2% | +52.4% |
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