+130.5%
IBTA vs VT
+11.9%
+118.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | -0.9% | +2.4% | -3.2% | -2.9% |
| 30D | +29.6% | -1.5% | +31.2% | +31.7% |
| 3M | +50.8% | -4.1% | +55.0% | +56.2% |
| 6M | +78.2% | +0.6% | +77.7% | +80.5% |
| YTD | +153.4% | +11.0% | +142.3% | +137.0% |
| 1Y | +130.5% | +13.3% | +117.2% | +107.5% |
| All | +130.5% | +11.9% | +118.6% | +107.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling