+853.3%
XBI vs VEA
+166.5%
+686.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.3% |
| 7D | -4.6% | -1.5% | -3.2% | -3.5% |
| 30D | -2.0% | -0.8% | -1.2% | -1.3% |
| 3M | +17.8% | +2.5% | +15.3% | +15.3% |
| 6M | +23.7% | +11.1% | +12.6% | +13.2% |
| YTD | +28.2% | +17.2% | +11.1% | +12.3% |
| 1Y | +64.0% | +24.5% | +39.5% | +36.7% |
| 3Y | +99.4% | +75.4% | +24.0% | +26.3% |
| 5Y | +19.3% | +61.1% | -41.8% | -18.2% |
| 10Y | +158.7% | +163.1% | -4.4% | +24.9% |
| All | +853.3% | +166.5% | +686.8% | +324.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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