-85.6%
XBIT vs VT
+57.0%
-142.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +3.7% | +2.4% | +1.4% | +1.2% |
| 30D | -9.3% | -1.5% | -7.8% | -8.0% |
| 3M | -15.9% | -4.1% | -11.8% | -12.4% |
| 6M | -21.6% | +0.6% | -22.2% | -22.8% |
| YTD | -18.0% | +11.0% | -29.0% | -27.9% |
| 1Y | -26.0% | +13.3% | -39.4% | -36.4% |
| 3Y | -50.1% | +73.4% | -123.5% | -71.7% |
| All | -85.6% | +57.0% | -142.6% | -90.8% |
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 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