+110.1%
IBLC price history and return analytics
+69.7%
+40.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.0% |
| 7D | -5.4% | -2.3% | -3.0% | +0.6% |
| 30D | -24.8% | -5.0% | -19.8% | -13.4% |
| 3M | -22.1% | -4.9% | -17.2% | -10.1% |
| 6M | -36.9% | -1.5% | -35.4% | -32.6% |
| YTD | -18.1% | +8.5% | -26.6% | -30.3% |
| 1Y | -37.3% | +11.4% | -48.7% | -49.8% |
| 3Y | +110.1% | +70.1% | +40.0% | -30.4% |
| All | +110.1% | +69.7% | +40.3% | -30.4% |
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 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