+10,343.5%
VTR vs IBN
+1,491.4%
+8,852.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | +0.2% |
| 7D | -2.4% | -2.2% | -0.2% | -1.9% |
| 30D | -3.7% | -2.3% | -1.5% | -3.2% |
| 3M | +13.5% | +15.9% | -2.3% | +9.4% |
| 6M | +7.2% | +5.6% | +1.6% | +5.5% |
| YTD | +17.6% | -0.1% | +17.6% | +17.1% |
| 1Y | +35.4% | -6.5% | +41.9% | +36.8% |
| 3Y | +132.8% | +29.3% | +103.5% | +115.3% |
| 5Y | +88.7% | +56.6% | +32.1% | +64.8% |
| 10Y | +87.6% | +314.4% | -226.7% | +26.2% |
| All | +10,343.5% | +1,491.4% | +8,852.1% | +5,231.2% |
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