+224.0%
IBCP price history and return analytics
+226.9%
-2.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +1.9% |
| 7D | +0.4% | -2.0% | +2.4% | +2.4% |
| 30D | -2.2% | -1.4% | -0.8% | -0.9% |
| 3M | +6.0% | +4.7% | +1.3% | +0.5% |
| 6M | +11.5% | +11.4% | +0.2% | -1.2% |
| YTD | +16.9% | +13.1% | +3.9% | +1.8% |
| 1Y | +20.1% | +19.0% | +1.1% | -1.1% |
| 3Y | +118.4% | +73.9% | +44.5% | +20.2% |
| 5Y | +122.6% | +65.4% | +57.2% | +28.3% |
| All | +224.0% | +226.9% | -2.9% | -6.3% |
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