+144.5%
IBM price history and return analytics
+222.7%
-78.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +4.0% | +3.9% |
| 7D | +3.6% | -0.1% | +3.7% | +3.7% |
| 30D | +1.5% | -0.7% | +2.2% | +2.1% |
| 3M | -12.9% | +4.0% | -16.9% | -16.2% |
| 6M | -3.9% | +12.3% | -16.2% | -13.4% |
| YTD | -17.3% | +14.0% | -31.4% | -26.4% |
| 1Y | -5.0% | +20.3% | -25.3% | -19.2% |
| 3Y | +78.2% | +75.4% | +2.8% | +9.5% |
| 5Y | +120.6% | +66.0% | +54.7% | +40.4% |
| 10Y | +144.5% | +228.2% | -83.7% | -17.2% |
| All | +144.5% | +222.7% | -78.2% | -17.2% |
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