+373.4%
VST vs IBN
+32.1%
+341.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.8% |
| 7D | +8.9% | +1.4% | +7.5% | +8.3% |
| 30D | +6.2% | -0.3% | +6.5% | +6.3% |
| 3M | -2.7% | +17.1% | -19.8% | -8.9% |
| 6M | -8.4% | +3.4% | -11.8% | -10.0% |
| YTD | -7.2% | +2.5% | -9.7% | -8.9% |
| 1Y | -20.9% | -4.2% | -16.7% | -20.2% |
| All | +373.4% | +32.1% | +341.4% | +318.1% |
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