+76.1%
XBI vs VWO
+23.1%
+53.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.9% |
| 7D | +0.9% | +1.1% | -0.2% | +0.1% |
| 30D | +7.1% | +2.4% | +4.7% | +5.4% |
| 3M | +22.9% | +2.0% | +20.9% | +21.0% |
| 6M | +29.7% | +10.7% | +19.0% | +19.5% |
| YTD | +34.5% | +14.4% | +20.1% | +21.5% |
| 1Y | +76.1% | +22.7% | +53.3% | +53.9% |
| All | +76.1% | +23.1% | +53.0% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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