+19.9%
XBI vs VSH
+74.2%
-54.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.1% | -6.5% | -2.1% |
| 7D | -4.6% | +4.8% | -9.4% | -6.0% |
| 30D | -2.0% | -0.7% | -1.3% | -2.2% |
| 3M | +17.8% | -43.1% | +60.8% | +35.2% |
| 6M | +23.7% | +91.8% | -68.1% | -10.7% |
| YTD | +28.2% | +131.6% | -103.4% | -14.8% |
| 1Y | +64.0% | +118.1% | -54.1% | +10.4% |
| 3Y | +99.4% | +40.9% | +58.5% | +57.7% |
| All | +19.9% | +74.2% | -54.2% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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