+814.0%
VMC vs IBN
+1,760.3%
-946.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -0.9% | -0.6% |
| 7D | -1.3% | +1.9% | -3.1% | -1.7% |
| 30D | +15.5% | +22.1% | -6.6% | +10.2% |
| 3M | +0.6% | +17.1% | -16.5% | -3.1% |
| 6M | +2.1% | +35.5% | -33.5% | -4.9% |
| YTD | -1.6% | +16.8% | -18.4% | -5.2% |
| 1Y | -1.2% | +12.4% | -13.6% | -4.0% |
| 3Y | +35.3% | +58.0% | -22.7% | +20.5% |
| 5Y | +43.6% | +73.7% | -30.1% | +24.9% |
| 10Y | +126.7% | +385.6% | -258.8% | +50.2% |
| All | +814.0% | +1,760.3% | -946.3% | +346.4% |
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