+20.9%
IBB vs VSXY
+21.5%
-0.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.9% | -6.0% | -2.5% |
| 7D | -1.7% | -6.8% | +5.1% | -1.1% |
| 30D | +4.9% | -20.4% | +25.2% | +7.1% |
| 3M | +24.2% | +2.9% | +21.3% | +23.4% |
| 6M | +23.8% | +67.9% | -44.1% | +14.9% |
| YTD | +23.0% | +44.9% | -21.9% | +15.6% |
| 1Y | +46.2% | +205.9% | -159.8% | +24.6% |
| 3Y | +64.8% | +373.9% | -309.0% | +24.4% |
| 5Y | +20.9% | +23.5% | -2.5% | +16.1% |
| All | +20.9% | +21.5% | -0.6% | +16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling