+36.6%
XHB vs VT
+74.4%
-37.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -2.1% |
| 7D | +1.2% | -0.1% | +1.3% | +1.4% |
| 30D | +8.9% | -3.1% | +11.9% | +12.8% |
| 3M | -4.2% | -3.5% | -0.7% | -0.1% |
| 6M | +1.4% | +0.5% | +0.9% | +0.8% |
| YTD | +1.2% | +10.8% | -9.6% | -10.2% |
| 1Y | -1.3% | +11.9% | -13.2% | -13.4% |
| 3Y | +36.6% | +73.0% | -36.4% | -36.4% |
| All | +36.6% | +74.4% | -37.9% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling