+19.9%
XBI price history and return analytics
+65.7%
-45.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.5% |
| 7D | -4.6% | -1.1% | -3.5% | -3.3% |
| 30D | -2.0% | -1.0% | -1.0% | -0.8% |
| 3M | +17.8% | +3.2% | +14.6% | +13.0% |
| 6M | +23.7% | +12.5% | +11.2% | +6.4% |
| YTD | +28.2% | +14.1% | +14.2% | +8.2% |
| 1Y | +64.0% | +18.9% | +45.1% | +31.1% |
| 3Y | +99.4% | +74.1% | +25.3% | -3.8% |
| All | +19.9% | +65.7% | -45.8% | -35.9% |
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