+12.8%
VG vs IBB
+51.5%
-38.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -1.0% |
| 7D | +1.7% | +1.4% | +0.3% | +2.6% |
| 30D | +16.0% | +10.5% | +5.5% | +23.9% |
| 3M | +9.7% | +23.6% | -13.9% | +27.5% |
| 6M | +29.6% | +22.6% | +6.9% | +54.7% |
| YTD | +112.0% | +25.7% | +86.3% | +145.0% |
| 1Y | +12.8% | +51.4% | -38.6% | +26.9% |
| All | +12.8% | +51.5% | -38.7% | +26.9% |
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