+11.5%
IBDZ vs VT
+47.8%
-36.2%
-5.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.4% |
| 7D | +0.5% | -0.3% | +0.8% | +0.5% |
| 30D | +2.3% | -1.4% | +3.8% | +2.5% |
| 3M | -1.7% | -1.4% | -0.4% | -1.6% |
| 6M | -1.7% | +5.5% | -7.1% | -2.4% |
| YTD | -1.7% | +12.8% | -14.5% | -3.3% |
| 1Y | -0.9% | +15.4% | -16.3% | -2.7% |
| All | +11.5% | +47.8% | -36.2% | +5.6% |
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