-51.4%
VG vs IBB
+55.4%
-106.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | 0.0% |
| 7D | -22.0% | -1.8% | -20.2% | -22.0% |
| 30D | -11.6% | +5.1% | -16.7% | -11.6% |
| 3M | -14.9% | +10.7% | -25.6% | -15.6% |
| 6M | -3.5% | +22.9% | -26.4% | -6.0% |
| YTD | +70.0% | +26.7% | +43.3% | +60.1% |
| 1Y | +50.0% | +35.1% | +14.9% | +33.7% |
| All | -51.4% | +55.4% | -106.7% | -62.7% |
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 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