+83.1%
VSH vs IBB
+38.4%
+44.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.8% | +10.7% | +11.8% |
| 7D | +3.5% | +2.7% | +0.8% | +2.7% |
| 30D | -22.4% | +6.3% | -28.7% | -23.8% |
| 3M | -25.2% | +11.1% | -36.2% | -28.5% |
| 6M | -22.5% | +29.2% | -51.8% | -33.8% |
| YTD | +84.2% | +30.2% | +54.0% | +54.0% |
| All | +83.1% | +38.4% | +44.7% | +47.1% |
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