-50.5%
XBP vs VT
+23.3%
-73.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +5.4% | +0.4% | +5.0% | +5.1% |
| 30D | +0.3% | +1.0% | -0.7% | -0.7% |
| 3M | +27.0% | +2.4% | +24.7% | +24.3% |
| 6M | -58.6% | +12.0% | -70.6% | -65.0% |
| YTD | -54.5% | +15.3% | -69.8% | -64.4% |
| 1Y | -50.5% | +22.6% | -73.1% | -79.0% |
| All | -50.5% | +23.3% | -73.8% | -79.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling