+64.0%
XBI vs VLO
+152.2%
-88.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.2% |
| 7D | -4.6% | +5.3% | -10.0% | -3.9% |
| 30D | -2.0% | +18.2% | -20.2% | +0.4% |
| 3M | +17.8% | +53.3% | -35.5% | +25.3% |
| 6M | +23.7% | +70.4% | -46.7% | +32.8% |
| YTD | +28.2% | +143.4% | -115.1% | +36.9% |
| 1Y | +64.0% | +153.0% | -89.0% | +77.6% |
| All | +64.0% | +152.2% | -88.2% | +77.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling