+287.9%
IBM price history and return analytics
+357.6%
-69.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.2% | -1.4% |
| 7D | -2.5% | +0.4% | -2.9% | -2.8% |
| 30D | +8.4% | -2.6% | +11.0% | +10.4% |
| 3M | +4.5% | -3.2% | +7.7% | +6.9% |
| 6M | +7.9% | +0.9% | +6.9% | +6.7% |
| YTD | -15.2% | +11.3% | -26.5% | -22.0% |
| 1Y | -17.6% | +14.0% | -31.6% | -25.5% |
| 3Y | +82.1% | +75.8% | +6.2% | +20.0% |
| 5Y | +143.3% | +57.8% | +85.5% | +70.9% |
| 10Y | +149.9% | +219.8% | -69.9% | +7.0% |
| All | +287.9% | +357.6% | -69.7% | +22.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling