+605.9%
XHB price history and return analytics
+356.5%
+249.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.1% |
| 7D | -0.2% | +2.4% | -2.6% | -2.8% |
| 30D | +9.9% | -1.5% | +11.4% | +11.8% |
| 3M | -6.3% | -4.1% | -2.2% | -1.7% |
| 6M | +3.8% | +0.6% | +3.3% | +3.3% |
| YTD | +0.1% | +11.0% | -10.9% | -10.9% |
| 1Y | -0.8% | +13.3% | -14.2% | -13.8% |
| 3Y | +35.6% | +73.4% | -37.8% | -26.8% |
| 5Y | +29.6% | +57.4% | -27.9% | -20.8% |
| 10Y | +237.5% | +221.7% | +15.8% | -3.3% |
| All | +605.9% | +356.5% | +249.4% | +83.5% |
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 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