+657.4%
IBN price history and return analytics
+355.4%
+301.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.9% |
| 7D | +15.8% | -0.1% | +15.9% | +15.5% |
| 30D | +25.1% | -3.1% | +28.1% | +29.3% |
| 3M | +16.0% | -3.5% | +19.5% | +20.5% |
| 6M | +32.8% | +0.5% | +32.3% | +30.2% |
| YTD | +18.0% | +10.8% | +7.2% | +1.9% |
| 1Y | +15.9% | +11.9% | +4.0% | -1.5% |
| 3Y | +57.6% | +73.0% | -15.3% | -27.7% |
| 5Y | +74.7% | +58.6% | +16.1% | -12.0% |
| 10Y | +373.9% | +219.2% | +154.8% | -15.3% |
| All | +657.4% | +355.4% | +301.9% | +4.3% |
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 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