+2,267.4%
VGT vs IBB
+760.3%
+1,507.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.9% |
| 7D | +1.0% | +1.4% | -0.4% | +0.1% |
| 30D | +1.3% | +10.5% | -9.2% | -5.4% |
| 3M | -1.1% | +23.6% | -24.8% | -14.3% |
| 6M | +32.6% | +22.6% | +10.0% | +15.2% |
| YTD | +29.0% | +25.7% | +3.3% | +10.1% |
| 1Y | +39.7% | +51.4% | -11.7% | +5.4% |
| 3Y | +120.9% | +64.4% | +56.5% | +56.2% |
| 5Y | +133.6% | +22.1% | +111.4% | +98.8% |
| 10Y | +792.6% | +132.5% | +660.1% | +400.4% |
| All | +2,267.4% | +760.3% | +1,507.1% | +358.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling