+399.1%
VNQ vs IBB
+852.7%
-453.6%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | +0.3% |
| 7D | +0.8% | -0.5% | +1.3% | +1.1% |
| 30D | +6.8% | +4.6% | +2.2% | +3.6% |
| 3M | -1.3% | +6.8% | -8.1% | -6.0% |
| 6M | +2.4% | +23.1% | -20.7% | -11.1% |
| YTD | +12.1% | +26.0% | -13.9% | -4.7% |
| 1Y | +12.0% | +30.4% | -18.4% | -7.0% |
| 3Y | +44.8% | +85.4% | -40.7% | -5.4% |
| 5Y | +6.9% | +39.7% | -32.9% | -17.7% |
| 10Y | +82.9% | +127.1% | -44.2% | -6.0% |
| All | +399.1% | +852.7% | -453.6% | -49.7% |
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