+24.9%
VTEB vs IBN
+276.4%
-251.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.7% |
| 7D | -1.2% | -5.5% | +4.2% | -1.1% |
| 30D | -2.9% | -3.4% | +0.5% | -2.8% |
| 3M | -3.2% | +8.7% | -11.8% | -3.4% |
| 6M | -2.6% | +3.7% | -6.4% | -2.8% |
| YTD | -1.8% | -2.4% | +0.5% | -1.8% |
| 1Y | +0.2% | -8.1% | +8.3% | +0.4% |
| 3Y | +8.2% | +26.3% | -18.1% | +7.3% |
| 5Y | +0.8% | +54.9% | -54.1% | -0.7% |
| 10Y | +17.7% | +311.8% | -294.1% | +13.6% |
| All | +24.9% | +276.4% | -251.5% | +20.3% |
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 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