-97.0%
XBP vs VT
+66.3%
-163.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.1% | +6.9% | +4.3% |
| 7D | -1.7% | -4.2% | +2.5% | -0.2% |
| 30D | -8.8% | -5.8% | -3.0% | -6.8% |
| 3M | -6.1% | -5.2% | -0.9% | -4.4% |
| 6M | -1.0% | +0.1% | -1.2% | -1.4% |
| YTD | -57.4% | +8.2% | -65.6% | -58.8% |
| 1Y | -52.7% | +10.1% | -62.8% | -54.5% |
| 3Y | -97.6% | +69.7% | -167.2% | -97.8% |
| 5Y | -97.1% | +53.4% | -150.4% | -97.4% |
| All | -97.0% | +66.3% | -163.3% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling