+33.9%
VTR vs IBB
+42.3%
-8.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.3% |
| 7D | -1.8% | -5.2% | +3.4% | -1.2% |
| 30D | +4.0% | +1.5% | +2.5% | +3.8% |
| 3M | +7.8% | +22.1% | -14.3% | +5.8% |
| 6M | +6.4% | +17.7% | -11.4% | +4.4% |
| YTD | +18.3% | +20.2% | -1.9% | +15.9% |
| 1Y | +33.9% | +44.4% | -10.5% | +27.1% |
| All | +33.9% | +42.3% | -8.4% | +27.1% |
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