-97.7%
XBP vs VT
+74.0%
-171.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +2.4% | +2.4% | 0.0% | +0.4% |
| 30D | -1.6% | -1.5% | -0.1% | -0.6% |
| 3M | +4.2% | -4.1% | +8.3% | +7.7% |
| 6M | +35.7% | +0.6% | +35.2% | +33.9% |
| YTD | -55.9% | +11.0% | -67.0% | -60.8% |
| 1Y | -50.8% | +13.3% | -64.2% | -57.2% |
| 3Y | -97.7% | +73.4% | -171.1% | -97.3% |
| All | -97.7% | +74.0% | -171.7% | -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