+21.5%
VZ vs IBB
+34.6%
-13.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | +0.6% |
| 7D | +5.6% | -3.6% | +9.2% | +6.1% |
| 30D | +1.9% | +3.4% | -1.5% | +1.3% |
| 3M | +0.8% | +9.5% | -8.7% | -0.8% |
| 6M | +0.6% | +23.3% | -22.7% | -3.1% |
| YTD | +20.8% | +24.5% | -3.8% | +15.7% |
| 1Y | +23.9% | +32.9% | -9.0% | +17.1% |
| 3Y | +55.7% | +76.6% | -20.9% | +36.6% |
| 5Y | +21.5% | +35.5% | -14.0% | +5.2% |
| All | +21.5% | +34.6% | -13.0% | +5.2% |
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 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