+209.5%
XHB vs VTEB
+25.5%
+184.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.1% |
| 7D | -4.6% | -0.9% | -3.7% | -3.4% |
| 30D | -9.1% | -2.5% | -6.6% | -5.8% |
| 3M | -8.6% | -3.0% | -5.6% | -4.5% |
| 6M | -4.0% | -2.1% | -1.9% | -0.8% |
| YTD | -3.9% | -1.5% | -2.5% | -1.5% |
| 1Y | -16.5% | +0.2% | -16.6% | -16.2% |
| 3Y | +22.6% | +8.6% | +14.0% | +11.8% |
| 5Y | +33.9% | +1.2% | +32.7% | +31.0% |
| 10Y | +213.0% | +18.1% | +194.9% | +236.0% |
| All | +209.5% | +25.5% | +184.0% | +284.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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