+149.7%
XBI vs VLO
+946.8%
-797.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.7% |
| 7D | -4.6% | +5.3% | -10.0% | -5.7% |
| 30D | -2.0% | +18.2% | -20.2% | -5.4% |
| 3M | +17.8% | +53.3% | -35.5% | +7.5% |
| 6M | +23.7% | +70.4% | -46.7% | +9.5% |
| YTD | +28.2% | +143.4% | -115.1% | +4.2% |
| 1Y | +64.0% | +153.0% | -89.0% | +31.6% |
| 3Y | +99.4% | +195.0% | -95.6% | +50.7% |
| 5Y | +19.3% | +618.8% | -599.4% | -31.5% |
| All | +149.7% | +946.8% | -797.1% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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