+52.7%
VMC vs IBN
+56.7%
-4.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.9% | -0.6% |
| 7D | -0.5% | -2.2% | +1.7% | +0.3% |
| 30D | -9.1% | -2.3% | -6.8% | -8.3% |
| 3M | -4.1% | +15.9% | -20.0% | -9.6% |
| 6M | -5.5% | +5.6% | -11.1% | -7.8% |
| YTD | -8.9% | -0.1% | -8.8% | -9.4% |
| 1Y | -12.9% | -6.5% | -6.4% | -11.4% |
| 3Y | +22.1% | +29.3% | -7.2% | +4.8% |
| All | +52.7% | +56.7% | -4.0% | +16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling