+149.7%
XBI vs VTR
+99.2%
+50.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -4.6% | -0.3% | -4.3% | -4.6% |
| 30D | -2.0% | +1.1% | -3.1% | -2.3% |
| 3M | +17.8% | +7.9% | +9.9% | +15.3% |
| 6M | +23.7% | +6.2% | +17.6% | +21.3% |
| YTD | +28.2% | +17.7% | +10.5% | +22.4% |
| 1Y | +64.0% | +32.9% | +31.1% | +51.6% |
| 3Y | +99.4% | +129.7% | -30.3% | +59.7% |
| 5Y | +19.3% | +89.3% | -70.0% | -0.9% |
| All | +149.7% | +99.2% | +50.5% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 10y: compounded portfolio wealth divided by compounded VTR 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…
10y analysis · Full analysis span regression · 6 months rolling