+59.2%
XBJL vs VT
+72.4%
-13.2%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.3% | +0.4% | -0.2% | 0.0% |
| 30D | +0.7% | +1.0% | -0.3% | +0.1% |
| 3M | +2.9% | +2.4% | +0.5% | +1.4% |
| 6M | +6.4% | +12.0% | -5.6% | -0.6% |
| YTD | +7.2% | +15.3% | -8.1% | -1.6% |
| 1Y | +10.7% | +22.6% | -11.9% | -2.1% |
| 3Y | +40.5% | +74.7% | -34.2% | +0.2% |
| 5Y | +56.0% | +66.1% | -10.2% | +11.8% |
| All | +59.2% | +72.4% | -13.2% | +12.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling