+59.3%
XBJL vs VT
+66.5%
-7.2%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.1% |
| 7D | +2.2% | +2.9% | -0.7% | +0.5% |
| 30D | -1.0% | -2.5% | +1.5% | +0.3% |
| 3M | +0.4% | -3.3% | +3.8% | +2.3% |
| 6M | +3.5% | +1.5% | +2.0% | +2.3% |
| YTD | +7.2% | +11.4% | -4.1% | +0.3% |
| 1Y | +8.7% | +11.9% | -3.2% | +1.3% |
| 3Y | +40.3% | +73.9% | -33.6% | +0.2% |
| 5Y | +53.6% | +57.9% | -4.3% | +13.2% |
| All | +59.3% | +66.5% | -7.2% | +14.3% |
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