+178.7%
XHB vs VO
+559.2%
-380.5%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.2% |
| 7D | -1.3% | -0.3% | -1.0% | -1.0% |
| 30D | -6.9% | -0.3% | -6.5% | -6.5% |
| 3M | -1.3% | +2.9% | -4.2% | -4.5% |
| 6M | -6.8% | +9.3% | -16.1% | -15.8% |
| YTD | +0.7% | +14.2% | -13.5% | -13.7% |
| 1Y | -11.2% | +15.3% | -26.5% | -24.7% |
| 3Y | +25.3% | +56.2% | -30.9% | -25.7% |
| 5Y | +37.3% | +42.4% | -5.1% | -8.2% |
| 10Y | +211.5% | +194.7% | +16.8% | -12.9% |
| All | +178.7% | +559.2% | -380.5% | -66.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling