+39.2%
IBBQ vs VT
+13.3%
+25.9%
-8.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +1.7% | -1.6% | +3.3% | +2.9% |
| 30D | +4.7% | -2.5% | +7.2% | +6.6% |
| 3M | +13.2% | -1.3% | +14.5% | +14.3% |
| 6M | +25.7% | +3.1% | +22.6% | +21.9% |
| YTD | +27.8% | +10.9% | +16.9% | +16.1% |
| All | +39.2% | +13.3% | +25.9% | +24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling