+788.1%
VOO vs IBB
+696.1%
+92.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.6% |
| 7D | -2.7% | -1.8% | -0.9% | -1.8% |
| 30D | -5.4% | +5.1% | -10.4% | -7.8% |
| 3M | -4.1% | +10.7% | -14.8% | -9.2% |
| 6M | +0.7% | +22.9% | -22.1% | -9.9% |
| YTD | +8.7% | +26.7% | -18.0% | -4.5% |
| 1Y | +11.0% | +35.1% | -24.2% | -5.8% |
| 3Y | +75.5% | +80.2% | -4.7% | +27.2% |
| 5Y | +68.4% | +37.8% | +30.5% | +38.1% |
| 10Y | +315.7% | +161.2% | +154.5% | +146.6% |
| All | +788.1% | +696.1% | +92.0% | +118.4% |
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