+103.3%
VLO vs IBB
+38.4%
+64.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.8% | +0.2% | +3.9% |
| 7D | -6.5% | +2.7% | -9.2% | -5.4% |
| 30D | -17.8% | +6.3% | -24.1% | -15.5% |
| 3M | +19.6% | +11.1% | +8.5% | +25.2% |
| 6M | +49.3% | +29.2% | +20.0% | +66.3% |
| YTD | +122.4% | +30.2% | +92.2% | +147.4% |
| All | +103.3% | +38.4% | +64.9% | +122.3% |
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 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