+242.0%
XHB vs VEU
+188.7%
+53.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -0.7% |
| 7D | -1.9% | +0.3% | -2.2% | -2.2% |
| 30D | -8.3% | +0.7% | -9.0% | -8.9% |
| 3M | -7.1% | +4.7% | -11.8% | -11.4% |
| 6M | -5.3% | +11.6% | -16.9% | -15.2% |
| YTD | -3.2% | +16.8% | -20.0% | -17.3% |
| 1Y | -13.9% | +24.9% | -38.7% | -31.1% |
| 3Y | +24.9% | +75.7% | -50.8% | -28.6% |
| 5Y | +34.5% | +56.1% | -21.6% | -12.8% |
| 10Y | +215.5% | +153.6% | +61.8% | +30.4% |
| All | +242.0% | +188.7% | +53.4% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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