+906.3%
XBI vs VWO
+211.8%
+694.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.8% |
| 7D | -4.6% | -1.8% | -2.9% | -3.6% |
| 30D | -2.0% | -0.1% | -1.9% | -1.9% |
| 3M | +17.8% | +2.2% | +15.6% | +16.1% |
| 6M | +23.7% | +8.8% | +15.0% | +17.6% |
| YTD | +28.2% | +12.4% | +15.8% | +19.4% |
| 1Y | +64.0% | +15.6% | +48.4% | +50.1% |
| 3Y | +99.4% | +62.5% | +36.9% | +49.6% |
| 5Y | +19.3% | +34.3% | -14.9% | +0.8% |
| 10Y | +158.7% | +114.8% | +43.9% | +71.2% |
| All | +906.3% | +211.8% | +694.5% | +402.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling