+221.6%
IBEX price history and return analytics
+113.0%
+108.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.2% | +0.2% | +14.9% | +15.0% |
| 7D | +10.7% | -2.3% | +13.0% | +12.6% |
| 30D | +14.7% | -5.0% | +19.7% | +18.9% |
| 3M | +34.0% | -4.9% | +38.9% | +38.7% |
| 6M | +76.2% | -1.5% | +77.7% | +77.1% |
| YTD | +29.7% | +8.5% | +21.2% | +21.1% |
| 1Y | +34.3% | +11.4% | +23.0% | +22.9% |
| 3Y | +190.8% | +70.1% | +120.7% | +95.9% |
| 5Y | +156.7% | +53.7% | +103.0% | +90.9% |
| All | +221.6% | +113.0% | +108.6% | +53.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling