+7,838.6%
VLO vs IBB
+560.8%
+7,277.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.5% |
| 7D | +5.2% | +1.4% | +3.8% | +4.4% |
| 30D | +22.6% | +10.5% | +12.1% | +15.7% |
| 3M | +43.8% | +23.6% | +20.1% | +26.9% |
| 6M | +65.7% | +22.6% | +43.1% | +45.0% |
| YTD | +131.1% | +25.7% | +105.4% | +98.9% |
| 1Y | +143.6% | +51.4% | +92.3% | +87.9% |
| 3Y | +201.4% | +64.4% | +137.0% | +118.0% |
| 5Y | +568.9% | +22.1% | +546.7% | +456.2% |
| 10Y | +891.8% | +132.5% | +759.3% | +449.6% |
| All | +7,838.6% | +560.8% | +7,277.8% | +1,701.4% |
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