+759.9%
VMC vs IBN
+1,532.9%
-773.0%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.1% |
| 7D | -4.3% | +1.4% | -5.7% | -4.6% |
| 30D | -8.2% | -0.3% | -7.9% | -8.2% |
| 3M | -7.0% | +17.1% | -24.2% | -10.3% |
| 6M | -10.8% | +3.4% | -14.2% | -11.5% |
| YTD | -7.4% | +2.5% | -9.9% | -8.1% |
| 1Y | -9.5% | -4.2% | -5.3% | -8.9% |
| 3Y | +20.5% | +32.4% | -11.9% | +11.7% |
| 5Y | +51.6% | +59.2% | -7.6% | +34.4% |
| 10Y | +150.0% | +345.7% | -195.6% | +68.7% |
| All | +759.9% | +1,532.9% | -773.0% | +333.0% |
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 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