+16.9%
IBDY price history and return analytics
+78.6%
-61.7%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | 0.0% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | -0.5% | -0.7% | +0.2% | -0.4% |
| 3M | -0.9% | +4.0% | -4.9% | -1.6% |
| 6M | -2.0% | +12.3% | -14.2% | -4.0% |
| YTD | -1.0% | +14.0% | -15.0% | -3.3% |
| 1Y | +0.3% | +20.3% | -20.0% | -3.0% |
| 3Y | +18.5% | +75.4% | -57.0% | +2.6% |
| All | +16.9% | +78.6% | -61.7% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling