+397.6%
IBN vs VO
+197.6%
+200.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +1.9% | +3.1% | -1.2% | -0.5% |
| 30D | +22.1% | +2.2% | +19.9% | +19.8% |
| 3M | +17.1% | -2.5% | +19.6% | +19.1% |
| 6M | +35.5% | +7.0% | +28.6% | +28.2% |
| YTD | +16.8% | +14.0% | +2.8% | +5.2% |
| 1Y | +12.4% | +15.6% | -3.3% | 0.0% |
| 3Y | +58.0% | +66.2% | -8.1% | +2.4% |
| 5Y | +73.7% | +36.6% | +37.1% | +31.8% |
| All | +397.6% | +197.6% | +200.0% | +88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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