+108.4%
VSH vs IBB
+36.8%
+71.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.4% | +8.3% | +8.5% |
| 7D | +12.8% | -1.4% | +14.1% | +14.1% |
| 30D | -9.0% | +6.8% | -15.8% | -10.8% |
| 3M | -12.2% | +9.2% | -21.4% | -15.5% |
| 6M | -15.9% | +28.3% | -44.3% | -28.7% |
| YTD | +103.2% | +29.4% | +73.9% | +67.3% |
| 1Y | +108.4% | +33.2% | +75.3% | +65.5% |
| All | +108.4% | +36.8% | +71.7% | +65.5% |
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