+57.4%
IBOC vs VT
+69.4%
-12.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.0% | +2.4% |
| 7D | +2.0% | -4.2% | +6.2% | +5.6% |
| 30D | -0.9% | -5.8% | +4.9% | +4.1% |
| 3M | -9.1% | -5.2% | -3.9% | -5.1% |
| 6M | -3.9% | +0.1% | -4.0% | -5.3% |
| YTD | +4.9% | +8.2% | -3.3% | -4.9% |
| 1Y | +1.5% | +10.1% | -8.6% | -9.8% |
| All | +57.4% | +69.4% | -12.0% | -23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling