+188.4%
IBEX vs VT
+117.8%
+70.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -3.3% | -1.6% | -1.7% | -2.2% |
| 30D | +1.9% | -2.5% | +4.4% | +3.7% |
| 3M | +24.1% | -1.3% | +25.4% | +25.1% |
| 6M | +57.2% | +3.1% | +54.1% | +52.8% |
| YTD | +16.3% | +10.9% | +5.4% | +6.9% |
| 1Y | +16.9% | +12.1% | +4.9% | +6.6% |
| 3Y | +156.7% | +73.9% | +82.8% | +70.2% |
| 5Y | +148.8% | +58.0% | +90.8% | +81.0% |
| All | +188.4% | +117.8% | +70.6% | +35.6% |
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 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