+12.8%
XBI vs ROIV
+289.9%
-277.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.1% |
| 7D | -4.6% | +19.0% | -23.6% | -9.0% |
| 30D | -0.8% | +16.1% | -16.9% | -4.8% |
| 3M | +21.8% | +44.1% | -22.3% | +10.9% |
| 6M | +23.2% | +37.8% | -14.7% | +13.2% |
| YTD | +28.7% | +88.7% | -59.9% | +9.3% |
| 1Y | +67.8% | +197.3% | -129.5% | +27.9% |
| 3Y | +100.6% | +224.9% | -124.3% | +47.2% |
| 5Y | +19.8% | +311.0% | -291.2% | -25.7% |
| All | +12.8% | +289.9% | -277.1% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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