+900.2%
VLO vs IBB
+122.6%
+777.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.2% | +5.4% | +4.3% |
| 7D | +5.8% | -1.7% | +7.4% | +6.5% |
| 30D | +28.3% | +4.9% | +23.5% | +25.1% |
| 3M | +48.7% | +24.2% | +24.5% | +33.3% |
| 6M | +71.9% | +23.8% | +48.1% | +52.4% |
| YTD | +138.7% | +23.0% | +115.7% | +111.8% |
| 1Y | +148.5% | +46.2% | +102.3% | +100.6% |
| 3Y | +192.7% | +64.8% | +127.8% | +117.7% |
| 5Y | +601.6% | +20.9% | +580.7% | +515.1% |
| 10Y | +900.2% | +121.6% | +778.6% | +487.3% |
| All | +900.2% | +122.6% | +777.5% | +487.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling