+19.9%
XBI vs VNQ
+7.0%
+12.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -1.0% |
| 7D | -4.6% | -1.3% | -3.4% | -3.6% |
| 30D | -2.0% | -2.6% | +0.6% | +0.2% |
| 3M | +17.8% | -2.0% | +19.8% | +19.4% |
| 6M | +23.7% | +4.3% | +19.4% | +18.4% |
| YTD | +28.2% | +9.2% | +19.0% | +17.4% |
| 1Y | +64.0% | +5.6% | +58.4% | +54.7% |
| 3Y | +99.4% | +30.8% | +68.6% | +52.1% |
| All | +19.9% | +7.0% | +12.9% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 5y: compounded portfolio wealth divided by compounded VNQ 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…
5y analysis · Full analysis span regression · 6 months rolling