+608.4%
VST vs IBN
+73.5%
+534.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.3% |
| 7D | +6.6% | +1.9% | +4.7% | +5.9% |
| 30D | -12.4% | +22.1% | -34.5% | -19.0% |
| 3M | -9.0% | +17.1% | -26.1% | -14.5% |
| 6M | -6.4% | +35.5% | -42.0% | -17.1% |
| YTD | -17.2% | +16.8% | -34.0% | -22.6% |
| 1Y | -22.0% | +12.4% | -34.4% | -26.0% |
| 3Y | +296.7% | +58.0% | +238.6% | +228.0% |
| All | +608.4% | +73.5% | +534.9% | +454.7% |
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