+990.1%
XBI vs VEU
+188.7%
+801.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.0% |
| 7D | -3.6% | +0.3% | -3.9% | -3.9% |
| 30D | +0.9% | +0.7% | +0.2% | +0.3% |
| 3M | +21.4% | +4.7% | +16.7% | +16.9% |
| 6M | +25.5% | +11.6% | +13.9% | +14.8% |
| YTD | +30.8% | +16.8% | +14.0% | +15.3% |
| 1Y | +68.6% | +24.9% | +43.7% | +40.8% |
| 3Y | +103.9% | +75.7% | +28.2% | +30.5% |
| 5Y | +20.8% | +56.1% | -35.4% | -14.2% |
| 10Y | +164.0% | +153.6% | +10.4% | +34.6% |
| All | +990.1% | +188.7% | +801.4% | +385.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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