+67.8%
VTV vs IBB
+63.1%
+4.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | -0.7% | -3.9% | +3.2% | +0.8% |
| 30D | -0.5% | +2.7% | -3.2% | -1.7% |
| 3M | +5.3% | +21.4% | -16.0% | -2.9% |
| 6M | +12.9% | +20.1% | -7.2% | +4.3% |
| YTD | +18.5% | +21.9% | -3.4% | +8.6% |
| 1Y | +25.3% | +44.1% | -18.8% | +6.4% |
| All | +67.8% | +63.1% | +4.7% | +31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling