+109.0%
VSH vs IBB
+45.6%
+63.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.1% | +0.2% |
| 7D | +6.2% | -1.7% | +7.9% | +7.2% |
| 30D | -11.1% | +4.9% | -16.0% | -14.2% |
| 3M | -44.9% | +24.2% | -69.1% | -53.8% |
| 6M | +90.0% | +23.8% | +66.1% | +57.7% |
| YTD | +118.8% | +23.0% | +95.8% | +81.0% |
| 1Y | +109.0% | +46.2% | +62.8% | +39.1% |
| All | +109.0% | +45.6% | +63.4% | +39.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling