+2,545.5%
VRT vs IBN
+249.5%
+2,296.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.7% | -7.9% | -8.9% |
| 7D | +2.4% | -5.1% | +7.5% | +4.7% |
| 30D | -2.7% | -3.5% | +0.9% | -1.3% |
| 3M | -9.2% | +11.3% | -20.5% | -13.3% |
| 6M | -0.5% | +4.4% | -4.9% | -2.4% |
| YTD | +62.3% | -1.8% | +64.1% | +63.1% |
| 1Y | +109.6% | -8.0% | +117.5% | +115.5% |
| 3Y | +573.1% | +27.1% | +546.0% | +501.8% |
| 5Y | +953.6% | +54.5% | +899.1% | +781.4% |
| All | +2,545.5% | +249.5% | +2,296.0% | +1,722.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling