+771.0%
XBI price history and return analytics
+368.8%
+402.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -1.0% |
| 7D | -3.6% | -0.1% | -3.5% | -3.5% |
| 30D | +0.9% | -0.7% | +1.5% | +1.5% |
| 3M | +21.4% | +4.0% | +17.4% | +16.8% |
| 6M | +25.5% | +12.3% | +13.2% | +12.4% |
| YTD | +30.8% | +14.0% | +16.8% | +15.4% |
| 1Y | +68.6% | +20.3% | +48.3% | +41.3% |
| 3Y | +103.9% | +75.4% | +28.5% | +20.1% |
| 5Y | +20.8% | +66.0% | -45.2% | -23.5% |
| 10Y | +164.0% | +228.2% | -64.2% | -5.1% |
| All | +771.0% | +368.8% | +402.2% | +131.1% |
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