+89.3%
IBB vs VEU
+70.5%
+18.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.6% |
| 7D | +0.8% | +0.5% | +0.3% | +0.5% |
| 30D | +5.2% | -2.3% | +7.5% | +7.1% |
| 3M | +8.6% | -4.4% | +13.0% | +12.4% |
| 6M | +27.8% | -2.2% | +30.0% | +29.5% |
| YTD | +28.8% | +10.9% | +17.9% | +16.9% |
| 1Y | +36.4% | +13.4% | +23.0% | +21.4% |
| 3Y | +89.3% | +69.7% | +19.6% | +15.8% |
| All | +89.3% | +70.5% | +18.8% | +15.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling