+60.9%
IBUY vs VT
+69.7%
-8.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -1.1% |
| 7D | +1.1% | -2.3% | +3.4% | +4.2% |
| 30D | +6.9% | -5.0% | +11.9% | +14.0% |
| 3M | -1.2% | -4.9% | +3.7% | +5.2% |
| 6M | +6.0% | -1.5% | +7.5% | +7.4% |
| YTD | -3.9% | +8.5% | -12.4% | -15.0% |
| 1Y | +1.5% | +11.4% | -9.9% | -13.5% |
| 3Y | +60.9% | +70.1% | -9.2% | -31.6% |
| All | +60.9% | +69.7% | -8.9% | -31.6% |
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 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