+57.9%
IBLC price history and return analytics
+81.5%
-23.6%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -2.5% |
| 7D | +0.5% | +2.4% | -1.9% | -5.3% |
| 30D | -15.5% | -1.5% | -14.0% | -11.6% |
| 3M | -22.8% | -4.1% | -18.7% | -12.9% |
| 6M | -36.3% | +0.6% | -36.8% | -35.5% |
| YTD | -17.7% | +11.0% | -28.7% | -33.9% |
| 1Y | -26.6% | +13.3% | -39.9% | -43.8% |
| 3Y | +122.1% | +73.4% | +48.7% | -36.1% |
| All | +57.9% | +81.5% | -23.6% | -54.2% |
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 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