+610.1%
XHB vs VT
+374.2%
+235.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -1.3% | +0.4% | -1.7% | -1.8% |
| 30D | -6.9% | +1.0% | -7.9% | -7.9% |
| 3M | -1.3% | +2.4% | -3.6% | -3.9% |
| 6M | -6.8% | +12.0% | -18.8% | -17.8% |
| YTD | +0.7% | +15.3% | -14.6% | -14.1% |
| 1Y | -11.2% | +22.6% | -33.8% | -29.4% |
| 3Y | +25.3% | +74.7% | -49.3% | -32.8% |
| 5Y | +37.3% | +66.1% | -28.8% | -20.9% |
| 10Y | +211.5% | +225.0% | -13.5% | -11.9% |
| All | +610.1% | +374.2% | +235.9% | +76.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling