+50.5%
XBIO vs VT
+23.4%
+27.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.0% | +7.9% | +7.2% |
| 7D | +16.6% | +0.1% | +16.5% | +16.4% |
| 30D | +64.8% | +0.8% | +64.0% | +62.8% |
| 3M | +38.6% | +2.8% | +35.8% | +33.3% |
| 6M | +98.7% | +13.0% | +85.7% | +64.8% |
| YTD | +113.4% | +15.4% | +98.0% | +58.3% |
| All | +50.5% | +23.4% | +27.2% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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