+76.0%
IBB vs VLTO
+54.1%
+21.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.9% |
| 7D | -3.6% | +12.0% | -15.6% | -7.1% |
| 30D | +3.4% | +20.8% | -17.4% | -2.9% |
| 3M | +9.5% | +20.1% | -10.6% | +3.0% |
| 6M | +23.3% | +32.6% | -9.3% | +11.9% |
| YTD | +24.5% | +17.3% | +7.2% | +17.7% |
| 1Y | +32.9% | +17.3% | +15.6% | +25.4% |
| 3Y | +76.6% | +66.9% | +9.7% | +53.0% |
| All | +76.0% | +54.1% | +21.9% | +53.8% |
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