-44.1%
VG vs IBN
+24.8%
-68.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +4.1% |
| 7D | +15.1% | +5.7% | +9.4% | +19.6% |
| 30D | -4.2% | +20.5% | -24.7% | +9.6% |
| 3M | -3.1% | +15.2% | -18.3% | +7.5% |
| 6M | +0.3% | +34.5% | -34.2% | +23.7% |
| YTD | +95.5% | +16.4% | +79.1% | +134.0% |
| 1Y | +64.4% | +13.5% | +50.9% | +97.3% |
| All | -44.1% | +24.8% | -68.9% | -43.3% |
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