+62.4%
IBLC price history and return analytics
+81.9%
-19.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | -3.3% |
| 7D | +1.7% | +0.4% | +1.4% | +0.7% |
| 30D | -20.5% | -2.6% | -17.9% | -14.4% |
| 3M | -20.7% | -3.2% | -17.5% | -12.7% |
| 6M | -33.4% | +0.9% | -34.3% | -33.3% |
| YTD | -15.3% | +11.3% | -26.6% | -32.5% |
| 1Y | -35.1% | +14.0% | -49.1% | -51.1% |
| 3Y | +123.9% | +75.8% | +48.1% | -37.9% |
| All | +62.4% | +81.9% | -19.5% | -53.2% |
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