+57.5%
VT vs IBN
+73.5%
-15.9%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +2.4% | +1.9% | +0.5% | +1.7% |
| 30D | -1.5% | +22.1% | -23.6% | -8.2% |
| 3M | -4.1% | +17.1% | -21.2% | -9.4% |
| 6M | +0.6% | +35.5% | -35.0% | -10.0% |
| YTD | +11.0% | +16.8% | -5.8% | +4.4% |
| 1Y | +13.3% | +12.4% | +1.0% | +8.1% |
| 3Y | +73.4% | +58.0% | +15.4% | +40.3% |
| All | +57.5% | +73.5% | -15.9% | +18.3% |
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 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