+18.8%
IBHG vs VT
+61.8%
-43.0%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +0.9% |
| 7D | -0.6% | -4.2% | +3.6% | +0.5% |
| 30D | -0.3% | -5.8% | +5.5% | +1.2% |
| 3M | -0.7% | -5.2% | +4.5% | +0.6% |
| 6M | +0.2% | +0.1% | +0.1% | 0.0% |
| YTD | +1.0% | +8.2% | -7.2% | -1.5% |
| 1Y | +2.0% | +10.1% | -8.1% | -1.0% |
| 3Y | +20.5% | +69.7% | -49.2% | +1.1% |
| 5Y | +18.0% | +53.4% | -35.4% | -1.2% |
| All | +18.8% | +61.8% | -43.0% | -1.5% |
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