+17.2%
IBDU vs VT
+135.5%
-118.3%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -0.7% | +2.4% | -3.0% | -1.0% |
| 30D | +0.3% | -1.5% | +1.8% | +0.4% |
| 3M | -0.6% | -4.1% | +3.5% | -0.1% |
| 6M | +0.1% | +0.6% | -0.4% | 0.0% |
| YTD | +0.6% | +11.0% | -10.4% | -0.9% |
| 1Y | +1.5% | +13.3% | -11.8% | -0.3% |
| 3Y | +19.3% | +73.4% | -54.1% | +10.0% |
| 5Y | +6.0% | +57.4% | -51.4% | -1.5% |
| All | +17.2% | +135.5% | -118.3% | +1.3% |
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