+18.0%
IMCB vs VT
+10.7%
+7.3%
-8.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.1% | +0.5% | -0.4% |
| 7D | -3.5% | -4.2% | +0.7% | -0.2% |
| 30D | -1.6% | -5.8% | +4.2% | +3.1% |
| 3M | -3.2% | -5.2% | +2.0% | +1.0% |
| 6M | +5.8% | +0.1% | +5.7% | +5.4% |
| YTD | +16.6% | +8.2% | +8.4% | +8.2% |
| 1Y | +18.0% | +10.1% | +7.8% | +7.6% |
| All | +18.0% | +10.7% | +7.3% | +7.6% |
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 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