+84.0%
IBB vs VLTO
+56.1%
+27.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.5% |
| 7D | +2.7% | +2.0% | +0.7% | +2.1% |
| 30D | +6.3% | +21.8% | -15.5% | -0.3% |
| 3M | +11.1% | +20.2% | -9.2% | +4.5% |
| 6M | +29.2% | +36.3% | -7.1% | +16.3% |
| YTD | +30.2% | +18.8% | +11.4% | +22.5% |
| 1Y | +39.5% | +20.4% | +19.1% | +30.4% |
| 3Y | +92.3% | +71.9% | +20.4% | +65.6% |
| All | +84.0% | +56.1% | +27.9% | +60.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling