-46.6%
VG vs IBN
+26.1%
-72.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.9% | +5.2% |
| 7D | +5.5% | +11.1% | -5.6% | +13.6% |
| 30D | -3.6% | +23.9% | -27.4% | +12.2% |
| 3M | -4.0% | +16.3% | -20.3% | +7.1% |
| 6M | +9.4% | +34.2% | -24.8% | +34.8% |
| YTD | +86.6% | +17.6% | +69.1% | +124.9% |
| 1Y | +69.5% | +13.8% | +55.7% | +104.6% |
| All | -46.6% | +26.1% | -72.7% | -45.5% |
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