-19.3%
IBM price history and return analytics
+12.5%
-31.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.4% |
| 7D | -2.2% | -0.1% | -2.1% | -2.1% |
| 30D | +7.7% | -3.1% | +10.7% | +9.7% |
| 3M | +3.5% | -3.5% | +7.0% | +5.6% |
| 6M | +7.2% | +0.5% | +6.7% | +6.6% |
| YTD | -15.8% | +10.8% | -26.5% | -22.8% |
| 1Y | -19.3% | +11.9% | -31.2% | -26.8% |
| All | -19.3% | +12.5% | -31.8% | -26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling