-84.5%
XBIO price history and return analytics
+65.7%
-150.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -5.1% |
| 7D | -16.5% | -1.1% | -15.4% | -15.5% |
| 30D | +18.2% | -1.0% | +19.2% | +19.4% |
| 3M | +30.0% | +3.2% | +26.8% | +26.1% |
| 6M | +48.3% | +12.5% | +35.8% | +32.4% |
| YTD | +79.7% | +14.1% | +65.7% | +58.3% |
| 1Y | +25.8% | +18.9% | +6.9% | +8.0% |
| 3Y | -15.8% | +74.1% | -89.9% | -49.0% |
| All | -84.5% | +65.7% | -150.2% | -89.1% |
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 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