+1.3%
IBRX vs VT
+53.4%
-52.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +0.2% | +7.6% | +7.3% |
| 7D | +4.2% | -2.3% | +6.5% | +10.8% |
| 30D | -11.4% | -5.0% | -6.5% | +0.9% |
| 3M | +18.0% | -4.9% | +22.8% | +34.6% |
| 6M | +3.0% | -1.5% | +4.6% | +7.7% |
| YTD | +336.1% | +8.5% | +327.6% | +258.3% |
| 1Y | +307.3% | +11.4% | +295.9% | +213.1% |
| 3Y | +139.9% | +70.1% | +69.8% | -36.6% |
| All | +1.3% | +53.4% | -52.1% | -64.6% |
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