+943.2%
XBI vs VO
+555.4%
+387.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.6% |
| 7D | -0.9% | +0.6% | -1.5% | -1.5% |
| 30D | +2.9% | -1.1% | +4.0% | +3.9% |
| 3M | +26.2% | +4.5% | +21.7% | +20.8% |
| 6M | +30.7% | +11.1% | +19.7% | +18.3% |
| YTD | +32.9% | +13.5% | +19.4% | +17.6% |
| 1Y | +72.3% | +14.5% | +57.8% | +51.2% |
| 3Y | +107.2% | +58.1% | +49.1% | +34.2% |
| 5Y | +23.2% | +43.3% | -20.1% | -10.6% |
| 10Y | +158.5% | +193.2% | -34.7% | 0.0% |
| All | +943.2% | +555.4% | +387.8% | +112.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling