+31.8%
XHB vs VCLT
-17.3%
+49.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.2% | -1.1% |
| 7D | -5.2% | -1.3% | -4.0% | -4.0% |
| 30D | -12.1% | -1.1% | -11.0% | -11.1% |
| 3M | -6.2% | -3.7% | -2.5% | -2.3% |
| 6M | -6.7% | -4.0% | -2.7% | -2.3% |
| YTD | -5.5% | -3.4% | -2.1% | -1.6% |
| 1Y | -15.6% | -4.1% | -11.5% | -11.5% |
| 3Y | +22.0% | +11.0% | +11.0% | +12.6% |
| 5Y | +31.8% | -17.0% | +48.8% | +40.6% |
| All | +31.8% | -17.3% | +49.1% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 5y: compounded portfolio wealth divided by compounded VCLT 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…
5y analysis · Full analysis span regression · 6 months rolling