+407.1%
VZ vs XBI
+950.0%
-542.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.8% |
| 7D | +0.1% | +0.9% | -0.8% | -0.1% |
| 30D | +7.9% | +7.1% | +0.8% | +6.5% |
| 3M | +13.6% | +22.9% | -9.2% | +9.1% |
| 6M | +1.1% | +29.7% | -28.6% | -4.2% |
| YTD | +29.3% | +34.5% | -5.2% | +21.4% |
| 1Y | +21.2% | +76.1% | -54.8% | +8.0% |
| 3Y | +75.9% | +103.2% | -27.3% | +49.8% |
| 5Y | +24.1% | +22.8% | +1.2% | +14.3% |
| 10Y | +62.4% | +176.3% | -113.9% | +15.0% |
| All | +407.1% | +950.0% | -542.9% | +72.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling