+44.4%
IBB vs VSXY
+190.1%
-145.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -1.3% |
| 7D | -5.2% | -0.3% | -4.9% | -5.2% |
| 30D | +1.5% | -22.1% | +23.5% | +2.2% |
| 3M | +22.1% | -1.1% | +23.3% | +22.1% |
| 6M | +17.7% | +53.8% | -36.1% | +13.6% |
| YTD | +20.2% | +35.5% | -15.3% | +16.9% |
| 1Y | +44.4% | +186.0% | -141.6% | +23.9% |
| All | +44.4% | +190.1% | -145.6% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 1y: compounded portfolio wealth divided by compounded VSXY 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…
1y analysis · Full analysis span regression · 6 months rolling