+123.1%
IBB price history and return analytics
+221.8%
-98.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | -0.5% | +2.4% | -2.9% | -2.6% |
| 30D | +4.6% | -1.5% | +6.1% | +6.1% |
| 3M | +6.8% | -4.1% | +10.9% | +11.2% |
| 6M | +23.1% | +0.6% | +22.6% | +22.2% |
| YTD | +26.0% | +11.0% | +15.0% | +13.9% |
| 1Y | +30.4% | +13.3% | +17.0% | +15.6% |
| 3Y | +85.4% | +73.4% | +12.0% | +10.2% |
| 5Y | +39.7% | +57.4% | -17.7% | -9.2% |
| All | +123.1% | +221.8% | -98.6% | -24.0% |
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