+36.5%
XBI vs VTRS
+88.0%
-51.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.4% | -6.4% |
| 7D | -6.0% | -1.2% | -4.8% | -5.6% |
| 30D | -1.7% | +8.2% | -9.8% | -3.7% |
| 3M | -3.0% | +8.3% | -11.3% | -5.2% |
| 6M | +11.0% | +24.1% | -13.0% | +4.6% |
| YTD | +21.8% | +56.0% | -34.1% | +7.5% |
| 1Y | +36.5% | +82.7% | -46.3% | +15.4% |
| All | +36.5% | +88.0% | -51.5% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling