+718.4%
VTV vs IBN
+1,280.0%
-561.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | -0.1% |
| 7D | +0.3% | -2.2% | +2.5% | +0.9% |
| 30D | +0.1% | -2.3% | +2.4% | +0.7% |
| 3M | +6.2% | +15.9% | -9.7% | +2.1% |
| 6M | +13.5% | +5.6% | +7.9% | +11.6% |
| YTD | +18.9% | -0.1% | +18.9% | +18.4% |
| 1Y | +25.8% | -6.5% | +32.3% | +27.3% |
| 3Y | +68.7% | +29.3% | +39.4% | +55.4% |
| 5Y | +80.3% | +56.6% | +23.8% | +56.3% |
| 10Y | +226.3% | +314.4% | -88.0% | +105.9% |
| All | +718.4% | +1,280.0% | -561.6% | +221.1% |
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