+56.6%
IBN price history and return analytics
+66.2%
-9.6%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.2% |
| 7D | -2.2% | +1.0% | -3.2% | -2.9% |
| 30D | -2.3% | -0.2% | -2.0% | -2.1% |
| 3M | +15.9% | +4.5% | +11.3% | +12.0% |
| 6M | +5.6% | +14.1% | -8.5% | -4.2% |
| YTD | -0.1% | +14.8% | -14.8% | -9.7% |
| 1Y | -6.5% | +21.2% | -27.7% | -19.0% |
| 3Y | +29.3% | +76.6% | -47.3% | -18.2% |
| 5Y | +56.6% | +66.6% | -10.0% | +8.3% |
| All | +56.6% | +66.2% | -9.6% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling