+1,142.3%
VST vs IBN
+389.8%
+752.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | +10.9% | +11.1% | -0.2% | +7.4% |
| 30D | -15.6% | +23.9% | -39.5% | -21.2% |
| 3M | -7.8% | +16.3% | -24.1% | -12.3% |
| 6M | -12.0% | +34.2% | -46.2% | -20.0% |
| YTD | -16.9% | +17.6% | -34.5% | -21.5% |
| 1Y | -25.1% | +13.8% | -38.9% | -28.6% |
| 3Y | +297.1% | +57.0% | +240.0% | +241.7% |
| 5Y | +641.9% | +75.3% | +566.6% | +512.0% |
| 10Y | +1,142.3% | +388.7% | +753.6% | +682.9% |
| All | +1,142.3% | +389.8% | +752.5% | +682.9% |
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