-93.4%
IBG vs VT
+10.5%
-103.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.4% | +2.5% |
| 7D | -9.4% | -2.3% | -7.1% | -7.8% |
| 30D | -14.4% | -5.0% | -9.5% | -12.3% |
| 3M | -28.7% | -4.9% | -23.8% | -26.9% |
| 6M | -21.5% | -1.5% | -20.0% | -20.8% |
| YTD | -92.0% | +8.5% | -100.5% | -92.4% |
| 1Y | -93.4% | +11.4% | -104.8% | -94.2% |
| All | -93.4% | +10.5% | -103.9% | -94.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling