+315.4%
IBN price history and return analytics
+226.9%
+88.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.2% |
| 7D | -5.5% | -2.0% | -3.5% | -3.7% |
| 30D | -3.4% | -1.4% | -2.0% | -2.2% |
| 3M | +8.7% | +4.7% | +3.9% | +3.9% |
| 6M | +3.7% | +11.4% | -7.6% | -6.5% |
| YTD | -2.4% | +13.1% | -15.4% | -13.2% |
| 1Y | -8.1% | +19.0% | -27.1% | -22.5% |
| 3Y | +26.3% | +73.9% | -47.6% | -28.2% |
| 5Y | +54.9% | +65.4% | -10.5% | -7.3% |
| All | +315.4% | +226.9% | +88.5% | +10.0% |
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