+149.9%
IBRX vs VT
+74.1%
+75.8%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.7% | +2.6% | -20.3% | -22.6% |
| 7D | -10.6% | +0.4% | -10.9% | -11.7% |
| 30D | -32.4% | -2.6% | -29.8% | -28.9% |
| 3M | -6.9% | -3.2% | -3.7% | -0.6% |
| 6M | -16.5% | +0.9% | -17.4% | -18.2% |
| YTD | +259.1% | +11.3% | +247.8% | +187.8% |
| 1Y | +233.8% | +14.0% | +219.8% | +154.3% |
| 3Y | +149.9% | +75.8% | +74.1% | -23.1% |
| All | +149.9% | +74.1% | +75.8% | -23.1% |
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