+30.0%
XHB vs VT
+57.0%
-27.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.1% |
| 7D | -0.2% | +2.4% | -2.6% | -3.0% |
| 30D | +9.9% | -1.5% | +11.4% | +11.9% |
| 3M | -6.3% | -4.1% | -2.2% | -1.3% |
| 6M | +3.8% | +0.6% | +3.3% | +3.1% |
| YTD | +0.1% | +11.0% | -10.9% | -12.1% |
| 1Y | -0.8% | +13.3% | -14.2% | -15.1% |
| 3Y | +35.6% | +73.4% | -37.8% | -32.5% |
| All | +30.0% | +57.0% | -27.0% | -26.5% |
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