+635.9%
IBN price history and return analytics
+346.0%
+289.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +3.9% | +3.9% |
| 7D | +15.1% | -2.3% | +17.4% | +18.1% |
| 30D | +21.6% | -5.0% | +26.6% | +29.1% |
| 3M | +11.2% | -4.9% | +16.1% | +17.7% |
| 6M | +27.8% | -1.5% | +29.3% | +28.6% |
| YTD | +14.7% | +8.5% | +6.2% | +1.7% |
| 1Y | +14.4% | +11.4% | +3.0% | -2.2% |
| 3Y | +52.1% | +70.1% | -18.0% | -28.7% |
| 5Y | +70.7% | +53.7% | +17.0% | -10.3% |
| 10Y | +385.5% | +220.0% | +165.6% | -13.9% |
| All | +635.9% | +346.0% | +289.9% | +4.1% |
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