+25.8%
XBIO price history and return analytics
+19.6%
+6.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -5.7% |
| 7D | -16.5% | -1.1% | -15.4% | -14.9% |
| 30D | +18.2% | -1.0% | +19.2% | +20.3% |
| 3M | +30.0% | +3.2% | +26.8% | +23.4% |
| 6M | +48.3% | +12.5% | +35.8% | +22.9% |
| YTD | +79.7% | +14.1% | +65.7% | +35.9% |
| 1Y | +25.8% | +18.9% | +6.9% | -18.5% |
| All | +25.8% | +19.6% | +6.2% | -18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling