+12.4%
VT vs IBN
+14.7%
-2.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +1.0% | +2.2% |
| 7D | +0.4% | +14.6% | -14.2% | -2.9% |
| 30D | -2.6% | +23.5% | -26.1% | -7.9% |
| 3M | -3.2% | +14.0% | -17.2% | -6.3% |
| 6M | +0.9% | +31.1% | -30.2% | -6.8% |
| YTD | +11.3% | +16.6% | -5.3% | +5.2% |
| All | +12.4% | +14.7% | -2.3% | +6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling