+73.7%
VTI vs IBB
+20.0%
+53.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.1% |
| 7D | -0.4% | -3.9% | +3.5% | +1.8% |
| 30D | -1.6% | +2.7% | -4.3% | -3.3% |
| 3M | +3.6% | +21.4% | -17.8% | -7.5% |
| 6M | +13.0% | +20.1% | -7.0% | +1.3% |
| YTD | +12.7% | +21.9% | -9.2% | -0.2% |
| 1Y | +18.4% | +44.1% | -25.8% | -5.2% |
| 3Y | +76.4% | +63.4% | +13.1% | +28.6% |
| 5Y | +73.7% | +19.8% | +53.9% | +39.5% |
| All | +73.7% | +20.0% | +53.7% | +39.5% |
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 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