+24.5%
IBEX price history and return analytics
+21.4%
+3.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.3% | -5.6% |
| 7D | -3.5% | +1.0% | -4.5% | -3.8% |
| 30D | -0.9% | -0.2% | -0.7% | -0.9% |
| 3M | +21.1% | +4.5% | +16.6% | +18.9% |
| 6M | +20.9% | +14.1% | +6.8% | +11.4% |
| YTD | -3.4% | +14.8% | -18.1% | -11.6% |
| 1Y | +24.5% | +21.2% | +3.3% | +26.3% |
| All | +24.5% | +21.4% | +3.1% | +26.3% |
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