+8.4%
IBMS price history and return analytics
+51.1%
-42.7%
-3.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | -0.3% | +0.4% | -0.8% | -0.3% |
| 30D | -0.3% | +1.0% | -1.2% | -0.3% |
| 3M | -0.5% | +2.4% | -2.9% | -0.6% |
| 6M | -1.0% | +12.0% | -13.0% | -1.3% |
| YTD | -0.1% | +15.3% | -15.5% | -0.5% |
| 1Y | +1.2% | +22.6% | -21.4% | +0.8% |
| All | +8.4% | +51.1% | -42.7% | +7.1% |
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