-49.4%
VG vs IBN
+26.6%
-76.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.4% | +2.5% |
| 7D | -7.7% | +15.8% | -23.5% | +2.4% |
| 30D | -8.8% | +25.1% | -33.9% | +6.7% |
| 3M | -15.6% | +16.0% | -31.6% | -6.1% |
| 6M | +5.2% | +32.8% | -27.6% | +28.9% |
| YTD | +76.9% | +18.0% | +58.9% | +113.7% |
| 1Y | +42.5% | +15.9% | +26.6% | +72.6% |
| All | -49.4% | +26.6% | -76.0% | -48.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling