+58.2%
IBEX price history and return analytics
+11.9%
+46.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.8% |
| 7D | +14.9% | +2.4% | +12.6% | +14.0% |
| 30D | +27.2% | -1.5% | +28.7% | +27.8% |
| 3M | +58.2% | -4.1% | +62.3% | +60.0% |
| 6M | +87.0% | +0.6% | +86.4% | +86.6% |
| YTD | +49.1% | +11.0% | +38.0% | +39.6% |
| 1Y | +58.2% | +13.3% | +44.9% | +45.0% |
| All | +58.2% | +11.9% | +46.3% | +45.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling