+654.4%
VRT vs IBB
+39.3%
+615.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.2% |
| 7D | +10.5% | -0.5% | +11.0% | +11.3% |
| 30D | -9.3% | +4.6% | -13.9% | -12.7% |
| 3M | -29.6% | +6.8% | -36.4% | -34.9% |
| 6M | -45.4% | +23.1% | -68.5% | -57.0% |
| YTD | +24.8% | +26.0% | -1.2% | -4.0% |
| 1Y | +23.6% | +30.4% | -6.8% | -8.3% |
| 3Y | +379.7% | +85.4% | +294.2% | +127.0% |
| All | +654.4% | +39.3% | +615.1% | +383.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling