+709.6%
XHB vs VCLT
+103.4%
+606.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.8% | +0.9% |
| 7D | -1.3% | -0.5% | -0.8% | -1.1% |
| 30D | -6.9% | -0.9% | -6.0% | -6.5% |
| 3M | -1.3% | -3.2% | +2.0% | +0.3% |
| 6M | -6.8% | -3.8% | -3.0% | -5.0% |
| YTD | +0.7% | -2.0% | +2.7% | +1.9% |
| 1Y | -11.2% | -0.8% | -10.4% | -10.6% |
| 3Y | +25.3% | +12.3% | +13.0% | +21.2% |
| 5Y | +37.3% | -15.4% | +52.7% | +38.7% |
| 10Y | +211.5% | +15.7% | +195.8% | +229.0% |
| All | +709.6% | +103.4% | +606.2% | +1,175.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling