+943.2%
XBI vs VLO
+1,166.8%
-223.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.3% | -4.4% | -2.0% |
| 7D | -0.9% | +5.8% | -6.7% | -2.4% |
| 30D | +2.9% | +28.3% | -25.4% | -3.7% |
| 3M | +26.2% | +48.7% | -22.5% | +13.1% |
| 6M | +30.7% | +71.9% | -41.2% | +11.4% |
| YTD | +32.9% | +138.7% | -105.7% | +3.2% |
| 1Y | +72.3% | +148.5% | -76.2% | +31.6% |
| 3Y | +107.2% | +192.7% | -85.5% | +47.1% |
| 5Y | +23.2% | +601.6% | -578.5% | -35.5% |
| 10Y | +158.5% | +900.2% | -741.6% | +9.1% |
| All | +943.2% | +1,166.8% | -223.6% | +218.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling