+167.6%
VXUS vs IBN
+390.6%
-223.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.2% | +2.4% |
| 7D | +0.8% | +14.6% | -13.8% | -3.3% |
| 30D | -1.9% | +23.5% | -25.4% | -8.0% |
| 3M | -4.4% | +14.0% | -18.4% | -8.2% |
| 6M | -2.0% | +31.1% | -33.1% | -9.8% |
| YTD | +11.1% | +16.6% | -5.4% | +5.7% |
| 1Y | +15.1% | +14.9% | +0.1% | +9.9% |
| 3Y | +70.4% | +56.9% | +13.5% | +46.7% |
| 5Y | +47.2% | +69.7% | -22.5% | +22.8% |
| 10Y | +142.3% | +365.4% | -223.1% | +40.7% |
| All | +167.6% | +390.6% | -223.0% | +41.3% |
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