+99.4%
XBI vs VIAV
+293.0%
-193.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.6% | -4.0% | -0.9% |
| 7D | -4.6% | +11.2% | -15.8% | -6.2% |
| 30D | -2.0% | -10.1% | +8.1% | -0.9% |
| 3M | +17.8% | -22.9% | +40.7% | +20.8% |
| 6M | +23.7% | +28.8% | -5.1% | +13.5% |
| YTD | +28.2% | +117.5% | -89.2% | +3.3% |
| 1Y | +64.0% | +216.1% | -152.1% | +19.3% |
| 3Y | +99.4% | +292.2% | -192.8% | +16.7% |
| All | +99.4% | +293.0% | -193.6% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling