+943.2%
XBI vs VUG
+1,103.1%
-159.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -0.8% |
| 7D | -0.9% | +0.9% | -1.8% | -1.8% |
| 30D | +2.9% | -1.4% | +4.3% | +4.3% |
| 3M | +26.2% | +2.3% | +23.9% | +22.7% |
| 6M | +30.7% | +15.7% | +15.0% | +12.6% |
| YTD | +32.9% | +8.6% | +24.3% | +21.7% |
| 1Y | +72.3% | +14.1% | +58.2% | +49.8% |
| 3Y | +107.2% | +87.9% | +19.3% | +5.9% |
| 5Y | +23.2% | +76.3% | -53.2% | -32.9% |
| 10Y | +158.5% | +409.7% | -251.1% | -53.2% |
| All | +943.2% | +1,103.1% | -159.9% | -17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling