-97.7%
XBP vs VT
+69.7%
-167.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | +11.0% | -2.3% | +13.3% | +12.8% |
| 30D | -8.3% | -5.0% | -3.3% | -4.4% |
| 3M | -2.3% | -4.9% | +2.5% | +1.6% |
| 6M | +0.8% | -1.5% | +2.3% | +1.1% |
| YTD | -57.0% | +8.5% | -65.5% | -61.0% |
| 1Y | -48.9% | +11.4% | -60.2% | -54.8% |
| 3Y | -97.7% | +70.1% | -167.8% | -97.6% |
| All | -97.7% | +69.7% | -167.5% | -97.6% |
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