-81.9%
XBIT vs VT
+215.5%
-297.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +0.9% |
| 7D | +0.5% | -2.3% | +2.8% | +2.7% |
| 30D | -13.7% | -5.0% | -8.7% | -9.6% |
| 3M | -17.1% | -4.9% | -12.2% | -13.3% |
| 6M | -25.9% | -1.5% | -24.3% | -25.4% |
| YTD | -20.9% | +8.5% | -29.4% | -27.7% |
| 1Y | -20.9% | +11.4% | -32.3% | -29.4% |
| 3Y | -54.5% | +70.1% | -124.5% | -72.1% |
| 5Y | -88.1% | +53.7% | -141.9% | -92.0% |
| All | -81.9% | +215.5% | -297.5% | -95.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling