+190.3%
IBEX vs VT
+121.5%
+68.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.1% | -0.5% |
| 7D | -2.1% | -0.3% | -1.8% | -1.9% |
| 30D | +3.2% | -1.4% | +4.6% | +4.2% |
| 3M | +23.3% | -1.4% | +24.7% | +24.4% |
| 6M | +60.2% | +5.5% | +54.7% | +53.1% |
| YTD | +17.1% | +12.8% | +4.2% | +6.3% |
| 1Y | +22.6% | +15.4% | +7.1% | +9.4% |
| 3Y | +158.4% | +76.9% | +81.5% | +69.3% |
| 5Y | +148.3% | +60.4% | +87.9% | +78.9% |
| All | +190.3% | +121.5% | +68.7% | +34.9% |
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