+458.8%
V vs IBB
+133.2%
+325.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.4% |
| 7D | -2.3% | -1.4% | -1.0% | -1.7% |
| 30D | +9.5% | +6.8% | +2.7% | +5.6% |
| 3M | +17.5% | +9.2% | +8.3% | +11.4% |
| 6M | +32.2% | +28.3% | +3.8% | +14.3% |
| YTD | +22.3% | +29.4% | -7.1% | +4.7% |
| 1Y | +26.8% | +33.2% | -6.4% | +6.7% |
| 3Y | +77.5% | +90.2% | -12.7% | +18.9% |
| 5Y | +110.1% | +44.0% | +66.1% | +63.6% |
| 10Y | +458.8% | +133.1% | +325.7% | +214.7% |
| All | +458.8% | +133.2% | +325.6% | +214.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling