+149.7%
XBI vs VO
+200.3%
-50.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -1.3% |
| 7D | -4.6% | -1.5% | -3.1% | -3.0% |
| 30D | -2.0% | -3.0% | +1.0% | +1.4% |
| 3M | +17.8% | +2.8% | +15.0% | +14.1% |
| 6M | +23.7% | +10.9% | +12.8% | +10.3% |
| YTD | +28.2% | +12.5% | +15.8% | +12.5% |
| 1Y | +64.0% | +12.0% | +52.0% | +44.5% |
| 3Y | +99.4% | +56.3% | +43.1% | +21.6% |
| 5Y | +19.3% | +42.9% | -23.6% | -18.4% |
| All | +149.7% | +200.3% | -50.6% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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