+14.1%
XLBI vs VT
+24.2%
-10.1%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | 0.0% |
| 7D | -2.5% | -1.1% | -1.4% | -1.8% |
| 30D | -1.6% | -1.0% | -0.6% | -1.0% |
| 3M | +2.6% | +3.2% | -0.6% | +0.5% |
| 6M | +7.2% | +12.5% | -5.3% | -0.7% |
| YTD | +9.5% | +14.1% | -4.5% | +0.3% |
| 1Y | +9.5% | +18.9% | -9.4% | -2.8% |
| All | +14.1% | +24.2% | -10.1% | -2.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling