+28.9%
IDUB vs VT
+61.3%
-32.4%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -2.6% | -2.3% | -0.3% | -0.8% |
| 30D | -5.3% | -5.0% | -0.3% | -1.4% |
| 3M | -6.4% | -4.9% | -1.5% | -2.6% |
| 6M | -4.1% | -1.5% | -2.5% | -2.7% |
| YTD | +10.2% | +8.5% | +1.7% | +4.2% |
| 1Y | +14.2% | +11.4% | +2.8% | +5.9% |
| 3Y | +58.8% | +70.1% | -11.3% | +8.9% |
| 5Y | +27.8% | +53.7% | -26.0% | -5.4% |
| All | +28.9% | +61.3% | -32.4% | -8.1% |
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