+239.2%
IBEX vs VT
+117.5%
+121.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.2% |
| 7D | +17.6% | -0.1% | +17.8% | +17.7% |
| 30D | +17.3% | -3.1% | +20.4% | +19.9% |
| 3M | +41.1% | -3.5% | +44.6% | +44.6% |
| 6M | +61.6% | +0.5% | +61.1% | +60.2% |
| YTD | +36.8% | +10.8% | +26.0% | +25.8% |
| 1Y | +43.1% | +11.9% | +31.2% | +30.6% |
| 3Y | +195.8% | +73.0% | +122.8% | +96.8% |
| 5Y | +185.7% | +58.6% | +127.1% | +106.5% |
| All | +239.2% | +117.5% | +121.7% | +59.7% |
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