+28.3%
IBB vs VIG
+11.4%
+16.9%
-7.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | -0.5% |
| 7D | -1.4% | -0.3% | -1.0% | -0.8% |
| 30D | +6.8% | +4.9% | +1.9% | +1.4% |
| 3M | +9.2% | +2.9% | +6.3% | +6.1% |
| 6M | +28.3% | +11.2% | +17.1% | +16.1% |
| All | +28.3% | +11.4% | +16.9% | +16.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling