-97.7%
XBP vs VT
+75.6%
-173.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.1% | +3.5% | +3.7% |
| 7D | +3.5% | -0.7% | +4.2% | +3.9% |
| 30D | -11.8% | -1.7% | -10.0% | -10.6% |
| 3M | +0.2% | -2.3% | +2.5% | +1.9% |
| 6M | +19.7% | +1.5% | +18.2% | +17.1% |
| YTD | -57.1% | +12.0% | -69.2% | -62.1% |
| 1Y | -51.3% | +12.9% | -64.2% | -57.4% |
| All | -97.7% | +75.6% | -173.3% | -97.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling