+297.8%
VTI vs IBN
+324.2%
-26.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.0% | +0.3% |
| 7D | -0.9% | -3.0% | +2.1% | -0.1% |
| 30D | -1.4% | -1.5% | +0.1% | -1.1% |
| 3M | +3.6% | +7.9% | -4.3% | +1.3% |
| 6M | +13.6% | +8.6% | +5.0% | +10.7% |
| YTD | +12.9% | -0.6% | +13.5% | +12.6% |
| 1Y | +17.2% | -7.3% | +24.5% | +19.0% |
| 3Y | +75.7% | +26.2% | +49.5% | +61.9% |
| 5Y | +75.4% | +57.8% | +17.6% | +51.0% |
| All | +297.8% | +324.2% | -26.5% | +174.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling