+77.6%
IBB vs VLTO
+27.2%
+50.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.4% |
| 7D | +1.4% | -2.3% | +3.7% | +2.2% |
| 30D | +10.5% | -0.9% | +11.4% | +10.8% |
| 3M | +23.6% | +13.8% | +9.8% | +18.1% |
| 6M | +22.6% | +2.0% | +20.6% | +21.5% |
| YTD | +25.7% | -3.2% | +28.9% | +26.5% |
| 1Y | +51.4% | -9.2% | +60.5% | +55.9% |
| All | +77.6% | +27.2% | +50.4% | +65.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling