+0.8%
VTEB vs IBB
+17.1%
-16.3%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.7% |
| 7D | -1.2% | -5.2% | +4.0% | -1.0% |
| 30D | -2.9% | +1.5% | -4.3% | -2.9% |
| 3M | -3.2% | +22.1% | -25.3% | -4.0% |
| 6M | -2.6% | +17.7% | -20.4% | -3.4% |
| YTD | -1.8% | +20.2% | -22.0% | -2.7% |
| 1Y | +0.2% | +44.4% | -44.2% | -1.4% |
| 3Y | +8.2% | +61.1% | -52.9% | +5.7% |
| 5Y | +0.8% | +18.5% | -17.7% | -1.9% |
| All | +0.8% | +17.1% | -16.3% | -1.9% |
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