+96.1%
VCIT vs IBN
+463.3%
-367.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | -0.2% |
| 7D | +0.1% | +15.1% | -15.0% | -0.1% |
| 30D | +1.9% | +21.6% | -19.7% | +1.6% |
| 3M | -1.4% | +11.2% | -12.6% | -1.6% |
| 6M | -2.1% | +27.8% | -29.9% | -2.5% |
| YTD | -1.6% | +14.7% | -16.3% | -1.9% |
| 1Y | -0.9% | +14.4% | -15.3% | -1.2% |
| 3Y | +20.0% | +52.1% | -32.1% | +19.1% |
| 5Y | +3.1% | +70.7% | -67.6% | +2.2% |
| 10Y | +28.7% | +385.5% | -356.8% | +27.0% |
| All | +96.1% | +463.3% | -367.2% | +95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling