+34.5%
XHB vs VIG
+62.2%
-27.7%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.7% |
| 7D | -1.9% | -1.2% | -0.8% | -0.2% |
| 30D | -8.3% | -2.8% | -5.5% | -4.4% |
| 3M | -7.1% | +2.5% | -9.6% | -10.1% |
| 6M | -5.3% | +8.1% | -13.3% | -14.7% |
| YTD | -3.2% | +9.6% | -12.8% | -14.4% |
| 1Y | -13.9% | +14.2% | -28.0% | -28.1% |
| 3Y | +24.9% | +56.1% | -31.2% | -32.8% |
| 5Y | +34.5% | +62.8% | -28.3% | -29.8% |
| All | +34.5% | +62.2% | -27.7% | -29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling