+348.0%
VT vs IBN
+584.3%
-236.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.1% | -8.1% | -5.3% |
| 7D | -4.2% | +11.7% | -15.8% | -7.4% |
| 30D | -5.8% | +16.1% | -21.9% | -10.1% |
| 3M | -5.2% | +7.0% | -12.3% | -7.4% |
| 6M | +0.1% | +26.1% | -25.9% | -7.0% |
| YTD | +8.2% | +10.1% | -1.8% | +4.5% |
| 1Y | +10.1% | +8.0% | +2.1% | +6.9% |
| 3Y | +69.7% | +46.0% | +23.7% | +48.5% |
| 5Y | +53.4% | +63.9% | -10.5% | +28.7% |
| 10Y | +219.2% | +366.1% | -146.8% | +80.3% |
| All | +348.0% | +584.3% | -236.3% | +58.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling