+237.5%
VIK vs IBB
+63.8%
+173.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.2% | +4.8% | +4.2% |
| 7D | +3.6% | -1.7% | +5.2% | +4.8% |
| 30D | -16.7% | +4.9% | -21.6% | -20.6% |
| 3M | -1.1% | +24.2% | -25.3% | -18.5% |
| 6M | +27.8% | +23.8% | +4.0% | +6.1% |
| YTD | +23.3% | +23.0% | +0.4% | +2.8% |
| 1Y | +38.2% | +46.2% | -8.0% | +0.4% |
| All | +237.5% | +63.8% | +173.6% | +122.9% |
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 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