+230.9%
XHB vs VO
+197.6%
+33.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -0.7% |
| 7D | -2.4% | +2.9% | -5.4% | -5.8% |
| 30D | +7.1% | +1.0% | +6.1% | +5.9% |
| 3M | -6.0% | -1.7% | -4.2% | -3.8% |
| 6M | +2.1% | +6.7% | -4.6% | -5.2% |
| YTD | -0.6% | +14.0% | -14.6% | -14.3% |
| 1Y | -3.3% | +13.7% | -17.0% | -16.3% |
| 3Y | +34.1% | +65.8% | -31.7% | -24.9% |
| 5Y | +28.6% | +36.6% | -8.0% | -8.7% |
| All | +230.9% | +197.6% | +33.3% | -6.0% |
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