+56.1%
IBN vs VLTO
+56.4%
-0.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.3% | +0.3% |
| 7D | +1.9% | +1.0% | +0.9% | +1.7% |
| 30D | +22.1% | +17.5% | +4.6% | +19.2% |
| 3M | +17.1% | +21.4% | -4.3% | +13.8% |
| 6M | +35.5% | +38.1% | -2.6% | +29.1% |
| YTD | +16.8% | +19.0% | -2.2% | +13.4% |
| 1Y | +12.4% | +20.7% | -8.3% | +8.9% |
| 3Y | +58.0% | +64.3% | -6.2% | +47.3% |
| All | +56.1% | +56.4% | -0.3% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling