+133.1%
XBI vs VLTO
+72.9%
+60.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | +0.1% | +1.6% | -1.6% | -0.5% |
| 30D | +0.8% | +22.0% | -21.1% | -6.1% |
| 3M | -1.9% | +21.9% | -23.8% | -8.7% |
| 6M | +15.2% | +36.5% | -21.3% | +2.1% |
| YTD | +27.3% | +19.0% | +8.3% | +19.3% |
| 1Y | +41.5% | +21.0% | +20.5% | +31.2% |
| 3Y | +133.1% | +69.9% | +63.2% | +94.3% |
| All | +133.1% | +72.9% | +60.1% | +94.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling