+2,263.1%
VGT vs IBN
+1,280.0%
+983.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.4% | +0.5% |
| 7D | +1.8% | -2.2% | +4.0% | +2.4% |
| 30D | -0.3% | -2.3% | +2.0% | +0.2% |
| 3M | +3.4% | +15.9% | -12.5% | -0.7% |
| 6M | +35.0% | +5.6% | +29.4% | +32.8% |
| YTD | +28.8% | -0.1% | +28.8% | +28.4% |
| 1Y | +38.0% | -6.5% | +44.5% | +39.7% |
| 3Y | +125.8% | +29.3% | +96.5% | +108.3% |
| 5Y | +134.7% | +56.6% | +78.2% | +105.7% |
| 10Y | +792.6% | +314.4% | +478.2% | +479.5% |
| All | +2,263.1% | +1,280.0% | +983.1% | +790.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling