+51.8%
VG vs IBN
+4.2%
+47.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +3.8% | -11.4% | -3.5% |
| 7D | -16.4% | +8.9% | -25.3% | -7.8% |
| 30D | -10.8% | +12.6% | -23.4% | +2.2% |
| 3M | -6.3% | +3.1% | -9.4% | -3.1% |
| 6M | -12.5% | +20.6% | -33.1% | +10.9% |
| YTD | +76.9% | +5.8% | +71.1% | +109.7% |
| 1Y | +51.8% | +3.7% | +48.1% | +82.0% |
| All | +51.8% | +4.2% | +47.6% | +82.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling