+2,110.3%
VGT vs IBB
+766.4%
+1,343.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | +0.8% |
| 7D | +5.6% | +1.6% | +4.0% | +4.6% |
| 30D | -10.6% | +6.7% | -17.3% | -14.2% |
| 3M | -6.9% | +6.3% | -13.2% | -11.0% |
| 6M | +0.9% | +23.9% | -23.0% | -12.9% |
| YTD | +20.4% | +26.6% | -6.1% | +2.1% |
| 1Y | +17.4% | +29.6% | -12.3% | -2.1% |
| 3Y | +106.3% | +86.1% | +20.2% | +34.4% |
| 5Y | +107.9% | +40.3% | +67.5% | +62.1% |
| 10Y | +730.9% | +128.1% | +602.9% | +373.3% |
| All | +2,110.3% | +766.4% | +1,343.8% | +324.8% |
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