+116.8%
XBI vs VLTO
+56.4%
+60.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.1% | -0.6% |
| 7D | -1.1% | +1.0% | -2.1% | -1.4% |
| 30D | +2.6% | +17.5% | -14.9% | -2.9% |
| 3M | -4.0% | +21.4% | -25.4% | -10.3% |
| 6M | +10.9% | +38.1% | -27.2% | -1.6% |
| YTD | +23.6% | +19.0% | +4.6% | +16.0% |
| 1Y | +35.1% | +20.7% | +14.5% | +25.9% |
| 3Y | +125.2% | +64.3% | +60.9% | +88.9% |
| All | +116.8% | +56.4% | +60.4% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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