+89.7%
VTRS vs IBB
+42.2%
+47.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | +0.3% |
| 7D | +2.4% | +2.2% | +0.2% | +1.3% |
| 30D | +9.1% | +6.3% | +2.7% | +5.7% |
| 3M | +9.4% | +16.3% | -6.9% | +0.9% |
| 6M | +28.3% | +30.0% | -1.6% | +10.9% |
| YTD | +58.0% | +31.1% | +26.9% | +34.7% |
| 1Y | +89.7% | +42.0% | +47.8% | +41.6% |
| All | +89.7% | +42.2% | +47.5% | +41.6% |
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