+33.6%
VIK vs IBB
+44.4%
-10.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.8% |
| 7D | -0.8% | -3.9% | +3.1% | +1.8% |
| 30D | -18.0% | +2.7% | -20.8% | -20.5% |
| 3M | -5.8% | +21.4% | -27.2% | -22.2% |
| 6M | +17.2% | +20.1% | -2.9% | -2.5% |
| YTD | +19.1% | +21.9% | -2.7% | -2.2% |
| 1Y | +33.6% | +44.1% | -10.5% | -2.0% |
| All | +33.6% | +44.4% | -10.7% | -2.0% |
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 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