+37.2%
IBB price history and return analytics
+53.4%
-16.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.5% |
| 7D | -1.8% | -2.3% | +0.5% | +0.4% |
| 30D | +5.1% | -5.0% | +10.0% | +10.2% |
| 3M | +10.7% | -4.9% | +15.6% | +16.0% |
| 6M | +22.9% | -1.5% | +24.4% | +24.4% |
| YTD | +26.7% | +8.5% | +18.2% | +16.9% |
| 1Y | +35.1% | +11.4% | +23.7% | +21.6% |
| 3Y | +80.2% | +70.1% | +10.1% | +8.2% |
| All | +37.2% | +53.4% | -16.2% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling