+50.0%
VG vs IBN
+14.0%
+36.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.1% | +4.6% |
| 7D | -22.0% | +15.1% | -37.1% | -8.3% |
| 30D | -11.6% | +21.6% | -33.3% | +10.5% |
| 3M | -14.9% | +11.2% | -26.1% | -4.3% |
| 6M | -3.5% | +27.8% | -31.3% | +29.9% |
| YTD | +70.0% | +14.7% | +55.3% | +120.1% |
| 1Y | +50.0% | +14.4% | +35.6% | +94.4% |
| All | +50.0% | +14.0% | +36.0% | +94.4% |
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