+64.0%
XBI vs VUG
+13.0%
+51.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.0% |
| 7D | -4.6% | -0.5% | -4.2% | -4.3% |
| 30D | -2.0% | -1.0% | -1.0% | -1.4% |
| 3M | +17.8% | +3.5% | +14.3% | +14.5% |
| 6M | +23.7% | +14.2% | +9.5% | +10.0% |
| YTD | +28.2% | +8.5% | +19.7% | +16.9% |
| 1Y | +64.0% | +12.9% | +51.1% | +45.8% |
| All | +64.0% | +13.0% | +51.0% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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