+578.8%
IBN vs VT
+363.9%
+214.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.0% | +1.6% |
| 7D | +8.9% | -0.3% | +9.2% | +9.3% |
| 30D | +12.6% | -1.4% | +14.1% | +14.6% |
| 3M | +3.1% | -1.4% | +4.5% | +4.7% |
| 6M | +20.6% | +5.5% | +15.1% | +11.6% |
| YTD | +5.8% | +12.8% | -7.1% | -10.4% |
| 1Y | +3.7% | +15.4% | -11.8% | -15.0% |
| 3Y | +40.3% | +76.9% | -36.6% | -37.2% |
| 5Y | +58.0% | +60.4% | -2.4% | -21.1% |
| 10Y | +347.9% | +232.8% | +115.1% | -24.1% |
| All | +578.8% | +363.9% | +214.9% | -8.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling