+67.5%
IBN vs VT
+53.4%
+14.1%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +3.9% | +4.0% |
| 7D | +15.1% | -2.3% | +17.4% | +16.7% |
| 30D | +21.6% | -5.0% | +26.6% | +25.6% |
| 3M | +11.2% | -4.9% | +16.1% | +14.7% |
| 6M | +27.8% | -1.5% | +29.3% | +28.3% |
| YTD | +14.7% | +8.5% | +6.2% | +7.5% |
| 1Y | +14.4% | +11.4% | +3.0% | +5.2% |
| 3Y | +52.1% | +70.1% | -18.0% | -1.4% |
| All | +67.5% | +53.4% | +14.1% | +24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling