+395.8%
IBN price history and return analytics
+222.7%
+173.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | +5.7% | +2.9% | +2.8% | +3.0% |
| 30D | +20.5% | -2.5% | +23.0% | +22.8% |
| 3M | +15.2% | -3.3% | +18.6% | +18.3% |
| 6M | +34.5% | +1.5% | +33.0% | +31.6% |
| YTD | +16.4% | +11.4% | +5.0% | +4.5% |
| 1Y | +13.5% | +11.9% | +1.6% | +1.4% |
| 3Y | +55.4% | +73.9% | -18.4% | -11.7% |
| 5Y | +73.1% | +57.9% | +15.2% | +8.6% |
| All | +395.8% | +222.7% | +173.1% | +40.5% |
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