+64.8%
IBB vs VEU
+77.0%
-12.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.9% |
| 7D | -1.7% | +1.7% | -3.3% | -2.9% |
| 30D | +4.9% | +1.0% | +3.9% | +4.1% |
| 3M | +24.2% | +5.6% | +18.6% | +18.7% |
| 6M | +23.8% | +13.7% | +10.2% | +10.8% |
| YTD | +23.0% | +17.7% | +5.2% | +6.5% |
| 1Y | +46.2% | +25.8% | +20.4% | +19.4% |
| 3Y | +64.8% | +77.1% | -12.3% | -2.9% |
| All | +64.8% | +77.0% | -12.2% | -2.9% |
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