+910.3%
XBI vs VTR
+552.0%
+358.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.8% | -1.9% |
| 7D | -4.6% | -1.8% | -2.8% | -4.1% |
| 30D | -0.8% | +4.0% | -4.8% | -1.9% |
| 3M | +21.8% | +7.8% | +14.0% | +18.9% |
| 6M | +23.2% | +6.4% | +16.8% | +20.4% |
| YTD | +28.7% | +18.3% | +10.4% | +21.9% |
| 1Y | +67.8% | +33.9% | +33.8% | +53.1% |
| 3Y | +100.6% | +134.3% | -33.7% | +54.9% |
| 5Y | +19.8% | +90.3% | -70.4% | -2.9% |
| 10Y | +159.7% | +100.1% | +59.6% | +86.6% |
| All | +910.3% | +552.0% | +358.3% | +361.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling