-78.4%
IBIO price history and return analytics
+74.2%
-152.6%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -3.1% |
| 7D | -7.6% | -1.1% | -6.5% | -5.9% |
| 30D | -17.7% | -1.0% | -16.7% | -16.3% |
| 3M | -27.5% | +3.2% | -30.7% | -31.4% |
| 6M | -50.2% | +12.5% | -62.7% | -59.1% |
| YTD | -37.3% | +14.1% | -51.4% | -49.3% |
| 1Y | +26.0% | +18.9% | +7.1% | -3.7% |
| 3Y | -78.4% | +74.1% | -152.5% | -88.6% |
| All | -78.4% | +74.2% | -152.6% | -88.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling