+384.8%
V vs IBN
+312.2%
+72.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.2% |
| 7D | -2.9% | -5.1% | +2.2% | -1.3% |
| 30D | +1.9% | -3.5% | +5.4% | +3.0% |
| 3M | +13.2% | +11.3% | +1.9% | +9.3% |
| 6M | +16.7% | +4.4% | +12.3% | +14.7% |
| YTD | +5.4% | -1.8% | +7.2% | +5.6% |
| 1Y | +7.7% | -8.0% | +15.6% | +10.0% |
| 3Y | +52.0% | +27.1% | +24.9% | +37.7% |
| 5Y | +67.7% | +54.5% | +13.2% | +40.9% |
| 10Y | +384.8% | +314.2% | +70.5% | +211.5% |
| All | +384.8% | +312.2% | +72.6% | +211.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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