+47.2%
VXUS vs IBN
+70.2%
-23.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.2% | +2.3% |
| 7D | +0.8% | +14.6% | -13.8% | -3.9% |
| 30D | -1.9% | +23.5% | -25.4% | -8.9% |
| 3M | -4.4% | +14.0% | -18.4% | -8.8% |
| 6M | -2.0% | +31.1% | -33.1% | -11.1% |
| YTD | +11.1% | +16.6% | -5.4% | +4.7% |
| 1Y | +15.1% | +14.9% | +0.1% | +8.9% |
| 3Y | +70.4% | +56.9% | +13.5% | +40.1% |
| 5Y | +47.2% | +69.7% | -22.5% | +13.3% |
| All | +47.2% | +70.2% | -23.1% | +13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling