+29.6%
IBB vs VSXY
+199.0%
-169.4%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.8% | +2.6% | -2.0% |
| 7D | +1.6% | -1.6% | +3.2% | +1.7% |
| 30D | +6.7% | +17.8% | -11.1% | +6.3% |
| 3M | +6.3% | +12.5% | -6.1% | +5.9% |
| 6M | +23.9% | +124.7% | -100.8% | +19.6% |
| YTD | +26.6% | +93.2% | -66.6% | +23.3% |
| 1Y | +29.6% | +195.6% | -166.0% | +26.8% |
| All | +29.6% | +199.0% | -169.4% | +26.8% |
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