+23.9%
IBB vs VSXY
+131.6%
-107.7%
-7.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.8% | +2.6% | -2.2% |
| 7D | +1.6% | -1.6% | +3.2% | +1.7% |
| 30D | +6.7% | +17.8% | -11.1% | +7.1% |
| 3M | +6.3% | +12.5% | -6.1% | +6.4% |
| 6M | +23.9% | +124.7% | -100.8% | +29.5% |
| All | +23.9% | +131.6% | -107.7% | +29.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling