-77.5%
IBIO vs VT
+74.2%
-151.7%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.4% | -2.0% |
| 7D | -3.8% | -0.1% | -3.7% | -3.6% |
| 30D | -10.0% | -0.7% | -9.3% | -9.0% |
| 3M | -25.9% | +4.0% | -29.9% | -31.0% |
| 6M | -49.6% | +12.3% | -61.9% | -58.5% |
| YTD | -34.7% | +14.0% | -48.7% | -47.1% |
| 1Y | +51.8% | +20.3% | +31.5% | +14.1% |
| All | -77.5% | +74.2% | -151.7% | -88.1% |
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 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