+906.3%
XBI vs VTV
+554.0%
+352.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -1.1% |
| 7D | -4.6% | -1.1% | -3.5% | -3.7% |
| 30D | -2.0% | -1.0% | -1.0% | -1.0% |
| 3M | +17.8% | +4.6% | +13.1% | +12.9% |
| 6M | +23.7% | +13.5% | +10.2% | +10.2% |
| YTD | +28.2% | +18.5% | +9.7% | +9.6% |
| 1Y | +64.0% | +22.9% | +41.1% | +35.7% |
| 3Y | +99.4% | +67.8% | +31.6% | +25.0% |
| 5Y | +19.3% | +81.8% | -62.5% | -29.4% |
| 10Y | +158.7% | +233.0% | -74.3% | -10.0% |
| All | +906.3% | +554.0% | +352.3% | +80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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