+33.5%
XHB vs VT
+59.8%
-26.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.5% |
| 7D | -4.1% | -0.7% | -3.4% | -3.3% |
| 30D | +9.6% | -1.7% | +11.4% | +11.9% |
| 3M | -6.0% | -2.3% | -3.7% | -3.3% |
| 6M | +2.2% | +1.5% | +0.7% | +0.3% |
| YTD | +1.1% | +12.0% | -10.9% | -12.2% |
| 1Y | -1.7% | +12.9% | -14.6% | -15.5% |
| 3Y | +36.5% | +74.9% | -38.5% | -32.9% |
| 5Y | +33.5% | +59.9% | -26.5% | -25.8% |
| All | +33.5% | +59.8% | -26.3% | -25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling