+1,326.3%
IBN vs VO
+827.2%
+499.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.5% |
| 7D | +1.4% | -0.3% | +1.7% | +1.7% |
| 30D | -0.3% | -0.3% | 0.0% | 0.0% |
| 3M | +17.1% | +2.9% | +14.2% | +12.7% |
| 6M | +3.4% | +9.3% | -5.9% | -7.7% |
| YTD | +2.5% | +14.2% | -11.7% | -13.5% |
| 1Y | -4.2% | +15.3% | -19.4% | -20.6% |
| 3Y | +32.4% | +56.2% | -23.9% | -28.9% |
| 5Y | +59.2% | +42.4% | +16.7% | -7.7% |
| 10Y | +345.7% | +194.7% | +150.9% | -15.5% |
| All | +1,326.3% | +827.2% | +499.1% | -43.7% |
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