+44.1%
XBI vs VT
+13.3%
+30.8%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +0.1% | -1.6% | +1.7% | +1.8% |
| 30D | +0.3% | -2.5% | +2.8% | +3.1% |
| 3M | +5.2% | -1.3% | +6.5% | +6.8% |
| 6M | +18.9% | +3.1% | +15.8% | +14.7% |
| YTD | +27.2% | +10.9% | +16.3% | +12.0% |
| All | +44.1% | +13.3% | +30.8% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling