+37.4%
IBAT price history and return analytics
+47.3%
-9.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | -0.7% |
| 7D | -4.7% | +0.4% | -5.1% | -4.9% |
| 30D | -17.6% | -2.6% | -15.0% | -14.4% |
| 3M | -15.9% | -3.2% | -12.7% | -11.8% |
| 6M | -22.3% | +0.9% | -23.3% | -22.1% |
| YTD | +19.8% | +11.3% | +8.5% | +8.0% |
| 1Y | +8.4% | +14.0% | -5.6% | -4.7% |
| All | +37.4% | +47.3% | -9.9% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling