+5.9%
IBDV price history and return analytics
+139.2%
-133.3%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.4% |
| 7D | -0.7% | -2.0% | +1.3% | -0.4% |
| 30D | -0.8% | -1.4% | +0.6% | -0.7% |
| 3M | -0.5% | +4.7% | -5.2% | -1.1% |
| 6M | -0.9% | +11.4% | -12.3% | -2.3% |
| YTD | -0.4% | +13.1% | -13.5% | -2.0% |
| 1Y | +0.7% | +19.0% | -18.4% | -1.7% |
| 3Y | +18.2% | +73.9% | -55.8% | +9.1% |
| 5Y | +1.8% | +65.4% | -63.6% | -6.9% |
| All | +5.9% | +139.2% | -133.3% | -5.5% |
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