+149.7%
XBI vs VIAV
+419.4%
-269.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.6% | -4.0% | -1.4% |
| 7D | -4.6% | +11.2% | -15.8% | -7.8% |
| 30D | -2.0% | -10.1% | +8.1% | +0.2% |
| 3M | +17.8% | -22.9% | +40.7% | +23.6% |
| 6M | +23.7% | +28.8% | -5.1% | +5.2% |
| YTD | +28.2% | +117.5% | -89.2% | -12.7% |
| 1Y | +64.0% | +216.1% | -152.1% | -5.3% |
| 3Y | +99.4% | +292.2% | -192.8% | 0.0% |
| 5Y | +19.3% | +141.0% | -121.6% | -27.0% |
| All | +149.7% | +419.4% | -269.7% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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