+76.1%
XBI vs VMC
-8.5%
+84.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.5% |
| 7D | +0.9% | -4.3% | +5.2% | +1.8% |
| 30D | +7.1% | -8.2% | +15.3% | +8.8% |
| 3M | +22.9% | -7.0% | +29.9% | +24.0% |
| 6M | +29.7% | -10.8% | +40.5% | +30.8% |
| YTD | +34.5% | -7.4% | +41.9% | +32.6% |
| 1Y | +76.1% | -9.5% | +85.5% | +74.0% |
| All | +76.1% | -8.5% | +84.6% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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