+14.9%
IBMP price history and return analytics
+147.8%
-132.9%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | -0.1% | -0.1% | +0.1% | -0.1% |
| 30D | 0.0% | -0.7% | +0.7% | +0.1% |
| 3M | +0.3% | +4.0% | -3.7% | +0.1% |
| 6M | +0.7% | +12.3% | -11.6% | -0.1% |
| YTD | +1.4% | +14.0% | -12.7% | +0.5% |
| 1Y | +1.8% | +20.3% | -18.5% | +0.6% |
| 3Y | +9.6% | +75.4% | -65.9% | +5.3% |
| 5Y | +3.0% | +66.0% | -62.9% | -0.7% |
| All | +14.9% | +147.8% | -132.9% | +2.9% |
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 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