+18.7%
IBD price history and return analytics
+179.1%
-160.4%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -1.3% | +2.9% | -4.2% | -1.5% |
| 30D | +0.4% | -2.5% | +2.9% | +0.6% |
| 3M | -1.3% | -3.3% | +2.0% | -1.1% |
| 6M | -1.1% | +1.5% | -2.6% | -1.2% |
| YTD | -1.3% | +11.4% | -12.7% | -2.1% |
| 1Y | -0.3% | +11.9% | -12.2% | -1.2% |
| 3Y | +15.8% | +73.9% | -58.1% | +11.0% |
| 5Y | +6.0% | +57.9% | -51.9% | +1.8% |
| All | +18.7% | +179.1% | -160.4% | +10.4% |
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