+60.9%
VEA vs IBN
+54.0%
+6.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.9% | -0.3% |
| 7D | +0.3% | -5.1% | +5.4% | +2.1% |
| 30D | +0.4% | -3.5% | +4.0% | +1.6% |
| 3M | +4.8% | +11.3% | -6.5% | +0.9% |
| 6M | +11.3% | +4.4% | +6.8% | +9.3% |
| YTD | +17.4% | -1.8% | +19.2% | +17.5% |
| 1Y | +26.2% | -8.0% | +34.2% | +28.8% |
| 3Y | +77.7% | +27.1% | +50.7% | +58.9% |
| 5Y | +60.9% | +54.5% | +6.4% | +30.1% |
| All | +60.9% | +54.0% | +6.9% | +30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling