-98.7%
IBG price history and return analytics
+37.5%
-136.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.7% |
| 7D | +1.5% | -0.1% | +1.7% | +1.6% |
| 30D | +3.4% | -0.7% | +4.0% | +4.3% |
| 3M | -17.9% | +4.0% | -21.9% | -22.0% |
| 6M | -70.2% | +12.3% | -82.5% | -74.5% |
| YTD | -89.7% | +14.0% | -103.8% | -91.7% |
| 1Y | -89.1% | +20.3% | -109.4% | -91.9% |
| All | -98.7% | +37.5% | -136.2% | -99.2% |
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