+618.2%
XHB vs VT
+345.0%
+273.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | +1.2% |
| 7D | +2.5% | -4.2% | +6.7% | +7.6% |
| 30D | +6.7% | -5.8% | +12.5% | +14.0% |
| 3M | -5.8% | -5.2% | -0.6% | +0.1% |
| 6M | +1.7% | +0.1% | +1.6% | +1.6% |
| YTD | +1.9% | +8.2% | -6.4% | -6.7% |
| 1Y | +0.9% | +10.1% | -9.3% | -9.4% |
| 3Y | +37.6% | +69.7% | -32.1% | -23.9% |
| 5Y | +35.7% | +53.4% | -17.6% | -14.5% |
| 10Y | +262.3% | +219.2% | +43.1% | +4.8% |
| All | +618.2% | +345.0% | +273.2% | +92.1% |
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