+2.9%
IBIL vs VT
+32.4%
-29.5%
-6.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -0.1% | -2.3% | +2.2% | +0.2% |
| 30D | +2.8% | -5.0% | +7.8% | +3.7% |
| 3M | -1.5% | -4.9% | +3.4% | -0.7% |
| 6M | -2.8% | -1.5% | -1.2% | -2.6% |
| YTD | -1.1% | +8.5% | -9.6% | -3.0% |
| 1Y | -1.1% | +11.4% | -12.5% | -3.7% |
| All | +2.9% | +32.4% | -29.5% | -5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling