+573.1%
VRT vs IBN
+25.8%
+547.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.7% | -7.9% | -8.7% |
| 7D | +2.4% | -5.1% | +7.5% | +5.1% |
| 30D | -2.7% | -3.5% | +0.9% | -1.0% |
| 3M | -9.2% | +11.3% | -20.5% | -14.1% |
| 6M | -0.5% | +4.4% | -4.9% | -3.0% |
| YTD | +62.3% | -1.8% | +64.1% | +62.7% |
| 1Y | +109.6% | -8.0% | +117.5% | +115.4% |
| All | +573.1% | +25.8% | +547.2% | +494.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling