+121.6%
IBB price history and return analytics
+221.4%
-99.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.7% |
| 7D | -1.7% | +1.0% | -2.7% | -2.6% |
| 30D | +4.9% | -0.2% | +5.1% | +5.1% |
| 3M | +24.2% | +4.5% | +19.7% | +18.9% |
| 6M | +23.8% | +14.1% | +9.8% | +9.1% |
| YTD | +23.0% | +14.8% | +8.2% | +7.7% |
| 1Y | +46.2% | +21.2% | +25.0% | +21.6% |
| 3Y | +64.8% | +76.6% | -11.7% | -4.0% |
| 5Y | +20.9% | +66.6% | -45.7% | -25.7% |
| 10Y | +121.6% | +222.3% | -100.7% | -30.2% |
| All | +121.6% | +221.4% | -99.9% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling