+731.8%
XBI vs VT
+346.0%
+385.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.3% | +2.3% |
| 7D | -2.4% | -2.3% | -0.1% | 0.0% |
| 30D | +1.3% | -5.0% | +6.3% | +6.6% |
| 3M | -1.5% | -4.9% | +3.4% | +3.6% |
| 6M | +10.7% | -1.5% | +12.2% | +12.5% |
| YTD | +25.0% | +8.5% | +16.5% | +15.9% |
| 1Y | +39.9% | +11.4% | +28.5% | +26.5% |
| 3Y | +119.2% | +70.1% | +49.1% | +33.3% |
| 5Y | +16.6% | +53.7% | -37.1% | -20.4% |
| 10Y | +181.3% | +220.0% | -38.7% | +4.1% |
| All | +731.8% | +346.0% | +385.8% | +132.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling