+23.5%
XBI vs VT
+66.2%
-42.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.9% | +0.4% | +0.4% | +0.3% |
| 30D | +7.1% | +1.0% | +6.1% | +5.8% |
| 3M | +22.9% | +2.4% | +20.5% | +19.1% |
| 6M | +29.7% | +12.0% | +17.7% | +12.2% |
| YTD | +34.5% | +15.3% | +19.1% | +11.9% |
| 1Y | +76.1% | +22.6% | +53.5% | +35.4% |
| 3Y | +103.2% | +74.7% | +28.5% | -2.3% |
| All | +23.5% | +66.2% | -42.7% | -34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling