-99.1%
IBG price history and return analytics
+33.6%
-132.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -0.5% | -11.1% | -11.0% |
| 7D | -18.6% | -0.1% | -18.4% | -17.9% |
| 30D | -25.3% | -3.1% | -22.2% | -21.7% |
| 3M | -31.4% | -3.5% | -27.9% | -27.9% |
| 6M | -23.1% | +0.5% | -23.5% | -23.7% |
| YTD | -93.2% | +10.8% | -104.0% | -94.3% |
| 1Y | -93.7% | +11.9% | -105.6% | -94.8% |
| All | -99.1% | +33.6% | -132.7% | -99.4% |
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