+1,535.3%
IBN vs VO
+833.6%
+701.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -2.0% |
| 7D | +11.1% | +0.2% | +10.9% | +10.4% |
| 30D | +23.9% | +2.0% | +21.8% | +20.3% |
| 3M | +16.3% | -0.3% | +16.6% | +16.1% |
| 6M | +34.2% | +7.3% | +26.9% | +22.1% |
| YTD | +17.6% | +15.0% | +2.6% | -2.1% |
| 1Y | +13.8% | +14.7% | -0.8% | -5.1% |
| 3Y | +57.0% | +67.3% | -10.3% | -22.9% |
| 5Y | +75.3% | +38.8% | +36.5% | +5.1% |
| 10Y | +388.7% | +201.6% | +187.1% | -10.7% |
| All | +1,535.3% | +833.6% | +701.7% | -36.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling