+13.6%
IBIJ vs VT
+78.7%
-65.0%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.6% |
| 7D | -1.2% | -1.1% | -0.1% | -1.1% |
| 30D | -1.5% | -1.0% | -0.5% | -1.4% |
| 3M | -1.9% | +3.2% | -5.0% | -2.1% |
| 6M | -2.1% | +12.5% | -14.6% | -3.0% |
| YTD | -0.6% | +14.1% | -14.7% | -1.6% |
| 1Y | -1.3% | +18.9% | -20.2% | -2.6% |
| All | +13.6% | +78.7% | -65.0% | +3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling