+892.9%
XBI vs VCLT
+102.9%
+790.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -3.6% | 0.0% | -3.6% | -3.6% |
| 30D | +0.9% | +0.1% | +0.7% | +0.8% |
| 3M | +21.4% | -2.9% | +24.3% | +22.5% |
| 6M | +25.5% | -4.0% | +29.5% | +27.1% |
| YTD | +30.8% | -2.2% | +33.1% | +31.9% |
| 1Y | +68.6% | -2.6% | +71.2% | +70.1% |
| 3Y | +103.9% | +12.3% | +91.6% | +99.1% |
| 5Y | +20.8% | -16.4% | +37.1% | +18.7% |
| 10Y | +164.0% | +18.1% | +145.9% | +184.0% |
| All | +892.9% | +102.9% | +790.0% | +1,425.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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