+78.9%
IBB vs VLTO
+55.4%
+23.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.8% |
| 7D | +1.6% | +0.8% | +0.8% | +1.4% |
| 30D | +6.7% | +18.7% | -12.0% | +0.9% |
| 3M | +6.3% | +21.7% | -15.4% | -0.3% |
| 6M | +23.9% | +35.8% | -11.9% | +11.7% |
| YTD | +26.6% | +18.3% | +8.3% | +19.3% |
| 1Y | +29.6% | +20.9% | +8.7% | +21.0% |
| 3Y | +86.1% | +68.8% | +17.2% | +60.8% |
| All | +78.9% | +55.4% | +23.5% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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