+68.5%
VG vs IBN
+12.1%
+56.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.5% |
| 7D | +14.0% | +1.9% | +12.1% | +16.2% |
| 30D | -1.0% | +22.1% | -23.1% | +23.7% |
| 3M | -2.7% | +17.1% | -19.8% | +15.9% |
| 6M | +1.5% | +35.5% | -34.1% | +44.9% |
| YTD | +93.7% | +16.8% | +76.9% | +149.0% |
| 1Y | +68.5% | +12.4% | +56.1% | +140.8% |
| All | +68.5% | +12.1% | +56.4% | +140.8% |
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