+795.2%
XBI vs VT
+374.2%
+421.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.9% | +0.4% | +0.4% | +0.4% |
| 30D | +7.1% | +1.0% | +6.1% | +6.1% |
| 3M | +22.9% | +2.4% | +20.5% | +20.1% |
| 6M | +29.7% | +12.0% | +17.7% | +16.4% |
| YTD | +34.5% | +15.3% | +19.1% | +17.3% |
| 1Y | +76.1% | +22.6% | +53.5% | +44.9% |
| 3Y | +103.2% | +74.7% | +28.5% | +20.2% |
| 5Y | +22.8% | +66.1% | -43.3% | -22.3% |
| 10Y | +176.3% | +225.0% | -48.7% | 0.0% |
| All | +795.2% | +374.2% | +421.0% | +134.9% |
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 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