+29.0%
IBHF vs VT
+92.9%
-63.9%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +0.9% |
| 7D | -0.2% | -4.2% | +3.9% | +0.7% |
| 30D | 0.0% | -5.8% | +5.8% | +1.3% |
| 3M | +0.4% | -5.2% | +5.6% | +1.5% |
| 6M | +0.3% | +0.1% | +0.1% | 0.0% |
| YTD | +0.9% | +8.2% | -7.3% | -1.3% |
| 1Y | +1.5% | +10.1% | -8.6% | -1.1% |
| 3Y | +20.3% | +69.7% | -49.3% | +3.2% |
| 5Y | +20.7% | +53.4% | -32.7% | +4.3% |
| All | +29.0% | +92.9% | -63.9% | +6.1% |
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