+19.1%
IBHG price history and return analytics
+63.7%
-44.5%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.1% |
| 7D | -0.2% | -2.0% | +1.8% | +0.4% |
| 30D | -0.1% | -1.4% | +1.4% | +0.3% |
| 3M | +0.8% | +4.7% | -3.9% | -0.5% |
| 6M | +1.8% | +11.4% | -9.6% | -1.3% |
| YTD | +1.7% | +13.1% | -11.3% | -1.9% |
| 1Y | +3.2% | +19.0% | -15.8% | -2.0% |
| 3Y | +22.8% | +73.9% | -51.1% | +2.5% |
| 5Y | +19.1% | +65.4% | -46.3% | -2.1% |
| All | +19.1% | +63.7% | -44.5% | -2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling