+20.9%
IBB vs VIG
+63.6%
-42.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -1.3% |
| 7D | -1.7% | -0.4% | -1.2% | -1.2% |
| 30D | +4.9% | -2.1% | +7.0% | +7.2% |
| 3M | +24.2% | +3.3% | +20.9% | +20.2% |
| 6M | +23.8% | +9.3% | +14.6% | +13.2% |
| YTD | +23.0% | +10.1% | +12.8% | +11.4% |
| 1Y | +46.2% | +14.7% | +31.4% | +27.1% |
| 3Y | +64.8% | +56.9% | +7.9% | +5.1% |
| 5Y | +20.9% | +62.9% | -42.0% | -27.1% |
| All | +20.9% | +63.6% | -42.7% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 5y: compounded portfolio wealth divided by compounded VIG 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…
5y analysis · Full analysis span regression · 6 months rolling