+20.1%
VCIT vs IBB
+75.6%
-55.5%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.3% | +0.7% |
| 7D | +0.5% | -3.6% | +4.1% | +0.8% |
| 30D | +2.1% | +3.4% | -1.3% | +1.7% |
| 3M | -1.6% | +9.5% | -11.1% | -2.5% |
| 6M | -1.6% | +23.3% | -24.9% | -3.7% |
| YTD | -1.5% | +24.5% | -26.1% | -3.8% |
| 1Y | -0.4% | +32.9% | -33.3% | -3.3% |
| All | +20.1% | +75.6% | -55.5% | +11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling