+10.9%
IBDZ vs VT
+45.3%
-34.4%
-5.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | -0.3% | -1.6% | +1.3% | -0.1% |
| 30D | +1.8% | -2.5% | +4.2% | +2.1% |
| 3M | -1.9% | -1.3% | -0.6% | -1.7% |
| 6M | -2.5% | +3.1% | -5.6% | -2.9% |
| YTD | -2.3% | +10.9% | -13.2% | -3.6% |
| 1Y | -1.1% | +12.1% | -13.2% | -2.6% |
| All | +10.9% | +45.3% | -34.4% | +5.3% |
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 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