+33.6%
XHB vs VT
+53.4%
-19.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.8% |
| 7D | +1.3% | -2.3% | +3.6% | +4.3% |
| 30D | +7.8% | -5.0% | +12.8% | +14.6% |
| 3M | -5.5% | -4.9% | -0.6% | +0.5% |
| 6M | -2.6% | -1.5% | -1.0% | -0.8% |
| YTD | +0.4% | +8.5% | -8.1% | -9.4% |
| 1Y | -1.0% | +11.4% | -12.4% | -13.5% |
| 3Y | +37.3% | +70.1% | -32.8% | -30.1% |
| All | +33.6% | +53.4% | -19.8% | -21.9% |
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