+4.7%
IBTH vs VT
+149.1%
-144.4%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | 0.0% |
| 7D | -0.2% | -0.3% | +0.1% | -0.2% |
| 30D | +0.1% | -1.4% | +1.5% | +0.1% |
| 3M | +0.2% | -1.4% | +1.6% | +0.2% |
| 6M | +1.0% | +5.5% | -4.5% | +1.0% |
| YTD | +1.7% | +12.8% | -11.2% | +1.7% |
| 1Y | +2.4% | +15.4% | -13.0% | +2.4% |
| 3Y | +13.5% | +76.9% | -63.3% | +13.6% |
| 5Y | +3.6% | +60.4% | -56.8% | +3.3% |
| All | +4.7% | +149.1% | -144.4% | +5.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling