-97.1%
XBP price history and return analytics
+63.7%
-160.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.5% |
| 7D | -11.9% | -2.0% | -9.9% | -11.2% |
| 30D | -3.3% | -1.4% | -1.8% | -2.7% |
| 3M | +13.3% | +4.7% | +8.5% | +11.1% |
| 6M | -47.8% | +11.4% | -59.1% | -50.2% |
| YTD | -58.6% | +13.1% | -71.6% | -60.6% |
| 1Y | -67.2% | +19.0% | -86.2% | -69.3% |
| 3Y | -97.5% | +73.9% | -171.4% | -97.8% |
| 5Y | -97.1% | +65.4% | -162.5% | -97.5% |
| All | -97.1% | +63.7% | -160.8% | -97.5% |
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 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