+19.9%
XBI vs VTEB
+1.2%
+18.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -1.0% |
| 7D | -4.6% | -0.9% | -3.7% | -3.1% |
| 30D | -2.0% | -2.5% | +0.5% | +2.5% |
| 3M | +17.8% | -3.0% | +20.8% | +24.2% |
| 6M | +23.7% | -2.1% | +25.8% | +28.7% |
| YTD | +28.2% | -1.5% | +29.7% | +32.0% |
| 1Y | +64.0% | +0.2% | +63.8% | +64.4% |
| 3Y | +99.4% | +8.6% | +90.8% | +72.9% |
| All | +19.9% | +1.2% | +18.7% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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