+567.3%
VRT vs IBN
+68.5%
+498.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.2% | -0.7% | +0.8% |
| 7D | -21.4% | +15.1% | -36.4% | -29.0% |
| 30D | -25.8% | +21.6% | -47.5% | -36.0% |
| 3M | -33.5% | +11.2% | -44.7% | -38.9% |
| 6M | -49.0% | +27.8% | -76.8% | -57.8% |
| YTD | +12.9% | +14.7% | -1.7% | +0.9% |
| 1Y | 0.0% | +14.4% | -14.4% | -10.6% |
| 3Y | +361.8% | +52.1% | +309.7% | +207.6% |
| All | +567.3% | +68.5% | +498.8% | +291.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling