+226.5%
IBEX price history and return analytics
+118.5%
+108.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -0.3% |
| 7D | +12.4% | +0.4% | +12.1% | +12.2% |
| 30D | +12.9% | -2.6% | +15.5% | +15.0% |
| 3M | +35.0% | -3.2% | +38.2% | +38.0% |
| 6M | +55.5% | +0.9% | +54.6% | +53.8% |
| YTD | +31.7% | +11.3% | +20.4% | +20.7% |
| 1Y | +36.4% | +14.0% | +22.4% | +22.8% |
| 3Y | +194.0% | +75.8% | +118.2% | +93.5% |
| 5Y | +164.6% | +57.8% | +106.8% | +93.1% |
| All | +226.5% | +118.5% | +108.0% | +53.2% |
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