+208.9%
XHB vs VO
+200.3%
+8.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.7% |
| 7D | -4.6% | -1.5% | -3.1% | -2.8% |
| 30D | -9.1% | -3.0% | -6.1% | -5.6% |
| 3M | -8.6% | +2.8% | -11.4% | -11.4% |
| 6M | -4.0% | +10.9% | -15.0% | -14.7% |
| YTD | -3.9% | +12.5% | -16.4% | -15.9% |
| 1Y | -16.5% | +12.0% | -28.4% | -26.4% |
| 3Y | +22.6% | +56.3% | -33.7% | -26.3% |
| 5Y | +33.9% | +42.9% | -9.0% | -9.8% |
| All | +208.9% | +200.3% | +8.6% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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