+117.6%
IBB vs ITOT
+303.4%
-185.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.6% |
| 7D | -4.2% | -0.9% | -3.3% | -3.4% |
| 30D | +1.1% | -1.5% | +2.6% | +2.4% |
| 3M | +19.0% | +3.6% | +15.5% | +15.2% |
| 6M | +18.9% | +13.7% | +5.2% | +5.8% |
| YTD | +20.3% | +12.9% | +7.4% | +7.7% |
| 1Y | +41.5% | +17.2% | +24.3% | +22.4% |
| 3Y | +60.3% | +75.6% | -15.4% | -4.4% |
| 5Y | +18.7% | +75.5% | -56.8% | -29.4% |
| All | +117.6% | +303.4% | -185.9% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling