+33.7%
IBAT vs VT
+43.5%
-9.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.3% |
| 7D | -7.6% | -2.3% | -5.3% | -4.4% |
| 30D | -20.9% | -5.0% | -16.0% | -15.1% |
| 3M | -17.2% | -4.9% | -12.3% | -11.1% |
| 6M | -24.6% | -1.5% | -23.1% | -21.8% |
| YTD | +16.6% | +8.5% | +8.1% | +8.7% |
| 1Y | +5.5% | +11.4% | -5.8% | -4.2% |
| All | +33.7% | +43.5% | -9.9% | -6.0% |
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