+14.2%
IBIH vs VT
+73.9%
-59.7%
-3.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -1.2% | +2.4% | -3.6% | -1.3% |
| 30D | +0.1% | -1.5% | +1.6% | +0.1% |
| 3M | -2.0% | -4.1% | +2.1% | -1.8% |
| 6M | -2.7% | +0.6% | -3.3% | -2.8% |
| YTD | -0.7% | +11.0% | -11.7% | -1.3% |
| 1Y | -0.8% | +13.3% | -14.1% | -1.5% |
| 3Y | +15.1% | +73.4% | -58.3% | +6.9% |
| All | +14.2% | +73.9% | -59.7% | +5.9% |
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