-90.2%
XBIO vs VT
+58.5%
-148.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.6% | -10.4% | -10.4% |
| 7D | -11.0% | +2.9% | -13.9% | -13.6% |
| 30D | -21.0% | -2.5% | -18.4% | -18.7% |
| 3M | -49.7% | -3.3% | -46.4% | -47.6% |
| 6M | -45.1% | +1.5% | -46.7% | -45.4% |
| YTD | -23.5% | +11.4% | -34.9% | -30.5% |
| 1Y | -37.1% | +11.9% | -49.0% | -43.0% |
| 3Y | -43.0% | +73.9% | -116.8% | -64.9% |
| 5Y | -90.2% | +57.9% | -148.1% | -92.4% |
| All | -90.2% | +58.5% | -148.8% | -92.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling