+832.8%
VMC vs IBN
+1,772.2%
-939.4%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -4.3% | +11.1% | -15.4% | -6.7% |
| 30D | +16.2% | +23.9% | -7.6% | +10.6% |
| 3M | -0.8% | +16.3% | -17.1% | -4.3% |
| 6M | +1.2% | +34.2% | -33.1% | -5.5% |
| YTD | +0.5% | +17.6% | -17.1% | -3.4% |
| 1Y | -2.9% | +13.8% | -16.8% | -6.0% |
| 3Y | +37.3% | +57.0% | -19.7% | +22.4% |
| 5Y | +48.8% | +75.3% | -26.6% | +29.1% |
| 10Y | +131.4% | +388.7% | -257.2% | +53.1% |
| All | +832.8% | +1,772.2% | -939.4% | +354.9% |
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