+133.1%
IBB vs VEU
+149.7%
-16.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.3% |
| 7D | -1.4% | -0.5% | -0.8% | -0.9% |
| 30D | +6.8% | -1.0% | +7.8% | +7.7% |
| 3M | +9.2% | -3.6% | +12.8% | +12.7% |
| 6M | +28.3% | -1.2% | +29.5% | +29.0% |
| YTD | +29.4% | +12.0% | +17.4% | +16.5% |
| 1Y | +33.2% | +13.9% | +19.3% | +18.1% |
| 3Y | +90.2% | +71.3% | +18.9% | +18.2% |
| 5Y | +44.0% | +50.3% | -6.3% | -0.1% |
| 10Y | +133.1% | +150.3% | -17.2% | +14.6% |
| All | +133.1% | +149.7% | -16.6% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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