+4.7%
IBTH vs VT
+144.9%
-140.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | -0.2% | -1.6% | +1.4% | -0.2% |
| 30D | 0.0% | -2.5% | +2.5% | 0.0% |
| 3M | +0.2% | -1.3% | +1.5% | +0.2% |
| 6M | +0.9% | +3.1% | -2.2% | +0.9% |
| YTD | +1.7% | +10.9% | -9.3% | +1.7% |
| 1Y | +2.5% | +12.1% | -9.6% | +2.5% |
| 3Y | +13.5% | +73.9% | -60.4% | +13.6% |
| 5Y | +4.0% | +58.0% | -54.0% | +3.6% |
| All | +4.7% | +144.9% | -140.2% | +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 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