-1.4%
VCIT vs IBB
+29.7%
-31.0%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | -0.1% |
| 7D | -1.4% | -0.5% | -0.9% | -1.4% |
| 30D | +0.6% | +4.6% | -4.0% | +0.2% |
| 3M | -2.2% | +6.8% | -9.0% | -2.9% |
| 6M | -2.3% | +23.1% | -25.4% | -4.3% |
| YTD | -2.2% | +26.0% | -28.2% | -4.6% |
| 1Y | -1.4% | +30.4% | -31.7% | -4.2% |
| All | -1.4% | +29.7% | -31.0% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling