+2,723.0%
VRT vs IBB
+85.7%
+2,637.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.2% | +5.0% |
| 7D | +9.1% | +1.4% | +7.7% | +7.9% |
| 30D | +0.9% | +10.5% | -9.6% | -7.3% |
| 3M | -13.4% | +23.6% | -37.0% | -27.3% |
| 6M | +11.7% | +22.6% | -10.9% | -5.8% |
| YTD | +73.2% | +25.7% | +47.6% | +43.6% |
| 1Y | +123.4% | +51.4% | +72.0% | +60.4% |
| 3Y | +606.2% | +64.4% | +541.8% | +371.2% |
| 5Y | +899.9% | +22.1% | +877.8% | +690.8% |
| All | +2,723.0% | +85.7% | +2,637.4% | +1,637.0% |
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