-44.6%
VG vs IBN
+25.3%
-69.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.6% |
| 7D | +14.0% | +1.9% | +12.1% | +15.4% |
| 30D | -1.0% | +22.1% | -23.1% | +14.3% |
| 3M | -2.7% | +17.1% | -19.8% | +9.1% |
| 6M | +1.5% | +35.5% | -34.1% | +25.7% |
| YTD | +93.7% | +16.8% | +76.9% | +132.5% |
| 1Y | +68.5% | +12.4% | +56.1% | +102.6% |
| All | -44.6% | +25.3% | -69.9% | -43.7% |
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