+208.9%
XHB vs VIG
+250.0%
-41.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.7% |
| 7D | -4.6% | -1.1% | -3.6% | -3.2% |
| 30D | -9.1% | -2.7% | -6.4% | -5.7% |
| 3M | -8.6% | +2.5% | -11.1% | -11.3% |
| 6M | -4.0% | +9.2% | -13.3% | -13.9% |
| YTD | -3.9% | +9.8% | -13.8% | -14.4% |
| 1Y | -16.5% | +12.4% | -28.9% | -27.7% |
| 3Y | +22.6% | +55.9% | -33.3% | -29.7% |
| 5Y | +33.9% | +63.9% | -30.0% | -26.5% |
| All | +208.9% | +250.0% | -41.2% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 10y: compounded portfolio wealth divided by compounded VIG 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…
10y analysis · Full analysis span regression · 6 months rolling