+19.9%
XBI vs VUG
+77.1%
-57.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.2% |
| 7D | -4.6% | -0.5% | -4.2% | -4.2% |
| 30D | -2.0% | -1.0% | -1.0% | -1.2% |
| 3M | +17.8% | +3.5% | +14.3% | +13.8% |
| 6M | +23.7% | +14.2% | +9.5% | +9.8% |
| YTD | +28.2% | +8.5% | +19.7% | +18.8% |
| 1Y | +64.0% | +12.9% | +51.1% | +46.3% |
| 3Y | +99.4% | +85.6% | +13.8% | +9.7% |
| All | +19.9% | +77.1% | -57.2% | -30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling