-7.2%
IBND vs VT
+53.2%
-60.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.0% | +1.1% |
| 7D | +0.8% | -4.2% | +5.0% | +2.0% |
| 30D | +0.1% | -5.8% | +5.9% | +1.8% |
| 3M | -4.3% | -5.2% | +0.9% | -2.9% |
| 6M | -4.4% | +0.1% | -4.5% | -4.6% |
| YTD | -5.4% | +8.2% | -13.6% | -7.7% |
| 1Y | -3.3% | +10.1% | -13.4% | -6.0% |
| 3Y | +14.7% | +69.7% | -54.9% | -3.3% |
| 5Y | -7.2% | +53.4% | -60.6% | -23.7% |
| All | -7.2% | +53.2% | -60.4% | -23.7% |
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