+63.9%
VXUS vs IBB
+78.6%
-14.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.5% |
| 7D | -1.8% | -1.8% | +0.1% | -1.0% |
| 30D | -4.6% | +5.1% | -9.6% | -6.5% |
| 3M | -6.1% | +10.7% | -16.8% | -10.3% |
| 6M | -4.9% | +22.9% | -27.8% | -13.4% |
| YTD | +8.1% | +26.7% | -18.6% | -3.0% |
| 1Y | +12.1% | +35.1% | -23.0% | -2.2% |
| 3Y | +63.9% | +80.2% | -16.3% | +25.6% |
| All | +63.9% | +78.6% | -14.8% | +25.6% |
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 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