-97.2%
XBP vs VT
+75.0%
-172.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +5.4% | +0.4% | +5.0% | +5.2% |
| 30D | +0.3% | +1.0% | -0.7% | -0.5% |
| 3M | +27.0% | +2.4% | +24.7% | +24.3% |
| 6M | -58.6% | +12.0% | -70.6% | -62.9% |
| YTD | -54.5% | +15.3% | -69.8% | -60.1% |
| 1Y | -50.5% | +22.6% | -73.1% | -58.5% |
| All | -97.2% | +75.0% | -172.2% | -97.2% |
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