+943.2%
XBI vs VSH
+221.5%
+721.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.8% |
| 7D | -0.9% | +6.2% | -7.1% | -2.8% |
| 30D | +2.9% | -11.1% | +14.0% | +6.4% |
| 3M | +26.2% | -44.9% | +71.1% | +47.7% |
| 6M | +30.7% | +90.0% | -59.2% | -2.3% |
| YTD | +32.9% | +118.8% | -85.9% | -6.2% |
| 1Y | +72.3% | +109.0% | -36.7% | +22.4% |
| 3Y | +107.2% | +35.6% | +71.5% | +63.0% |
| 5Y | +23.2% | +66.7% | -43.5% | -10.7% |
| 10Y | +158.5% | +167.9% | -9.4% | +52.7% |
| All | +943.2% | +221.5% | +721.7% | +405.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling