+17.3%
IBDY vs VT
+80.7%
-63.4%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.3% | +0.4% | -0.8% | -0.4% |
| 30D | -0.7% | +1.0% | -1.7% | -0.9% |
| 3M | -0.9% | +2.4% | -3.3% | -1.3% |
| 6M | -1.8% | +12.0% | -13.8% | -3.8% |
| YTD | -0.6% | +15.3% | -16.0% | -3.2% |
| 1Y | +1.2% | +22.6% | -21.4% | -2.5% |
| 3Y | +18.2% | +74.7% | -56.5% | +3.0% |
| All | +17.3% | +80.7% | -63.4% | -0.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling