+37.3%
IBRN vs VT
+84.6%
-47.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | +1.2% |
| 7D | -1.2% | -4.2% | +3.0% | +3.3% |
| 30D | +2.7% | -5.8% | +8.5% | +9.4% |
| 3M | -13.5% | -5.2% | -8.2% | -8.4% |
| 6M | -7.1% | +0.1% | -7.2% | -7.6% |
| YTD | +1.8% | +8.2% | -6.5% | -7.0% |
| 1Y | +17.5% | +10.1% | +7.4% | +5.4% |
| 3Y | +59.7% | +69.7% | -10.0% | -9.4% |
| All | +37.3% | +84.6% | -47.3% | -27.9% |
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