+60.6%
VNQ vs IBB
+125.2%
-64.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.2% |
| 7D | -2.6% | -5.2% | +2.6% | -0.2% |
| 30D | -2.3% | +1.5% | -3.8% | -3.2% |
| 3M | -2.8% | +22.1% | -24.9% | -11.8% |
| 6M | +2.5% | +17.7% | -15.2% | -5.6% |
| YTD | +8.4% | +20.2% | -11.7% | -1.4% |
| 1Y | +6.8% | +44.4% | -37.7% | -11.2% |
| 3Y | +29.9% | +61.1% | -31.2% | +1.7% |
| 5Y | +7.2% | +18.5% | -11.3% | -5.5% |
| All | +60.6% | +125.2% | -64.6% | +11.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling