+141.6%
IBM price history and return analytics
+217.6%
-76.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | -1.5% | -0.1% | -1.4% | -1.5% |
| 30D | +8.4% | -3.1% | +11.5% | +11.2% |
| 3M | +4.2% | -3.5% | +7.7% | +7.2% |
| 6M | +7.9% | +0.5% | +7.5% | +6.9% |
| YTD | -15.2% | +10.8% | -26.0% | -22.8% |
| 1Y | -18.7% | +11.9% | -30.6% | -26.6% |
| 3Y | +79.2% | +73.0% | +6.2% | +11.2% |
| 5Y | +144.7% | +58.6% | +86.1% | +62.0% |
| 10Y | +141.6% | +219.2% | -77.6% | -18.2% |
| All | +141.6% | +217.6% | -76.1% | -18.2% |
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