+174.9%
VSH vs IBN
+316.4%
-141.5%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.0% |
| 7D | +2.8% | -5.5% | +8.2% | +5.0% |
| 30D | -6.0% | -3.4% | -2.6% | -4.7% |
| 3M | -42.6% | +8.7% | -51.3% | -44.6% |
| 6M | +82.1% | +3.7% | +78.4% | +78.9% |
| YTD | +117.5% | -2.4% | +119.9% | +118.8% |
| 1Y | +109.0% | -8.1% | +117.1% | +114.1% |
| 3Y | +34.9% | +26.3% | +8.5% | +20.4% |
| 5Y | +65.1% | +54.9% | +10.1% | +34.4% |
| All | +174.9% | +316.4% | -141.5% | +62.9% |
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 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