+54.0%
VEA vs IBN
+73.5%
-19.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +2.3% | +1.9% | +0.4% | +1.6% |
| 30D | +0.2% | +22.1% | -21.9% | -6.8% |
| 3M | -5.3% | +17.1% | -22.4% | -10.7% |
| 6M | -0.9% | +35.5% | -36.5% | -11.4% |
| YTD | +12.2% | +16.8% | -4.6% | +5.4% |
| 1Y | +16.1% | +12.4% | +3.7% | +10.6% |
| 3Y | +73.0% | +58.0% | +14.9% | +41.0% |
| All | +54.0% | +73.5% | -19.5% | +16.6% |
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