+183.8%
VXUS vs IBN
+331.5%
-147.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +1.0% | +1.4% | -0.4% | +0.6% |
| 30D | +2.2% | -0.3% | +2.5% | +2.3% |
| 3M | +3.0% | +17.1% | -14.1% | -1.8% |
| 6M | +10.7% | +3.4% | +7.3% | +9.4% |
| YTD | +17.8% | +2.5% | +15.3% | +16.6% |
| 1Y | +27.6% | -4.2% | +31.7% | +28.5% |
| 3Y | +73.3% | +32.4% | +40.9% | +57.1% |
| 5Y | +54.3% | +59.2% | -4.9% | +31.2% |
| 10Y | +149.8% | +345.7% | -195.8% | +46.3% |
| All | +183.8% | +331.5% | -147.7% | +55.9% |
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 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