+20.1%
IBND price history and return analytics
+76.6%
-56.5%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +0.3% | +1.0% | -0.7% | +0.1% |
| 30D | -0.7% | -0.2% | -0.5% | -0.7% |
| 3M | -0.1% | +4.5% | -4.6% | -1.0% |
| 6M | -0.6% | +14.1% | -14.6% | -3.1% |
| YTD | -1.7% | +14.8% | -16.5% | -4.4% |
| 1Y | -1.7% | +21.2% | -22.9% | -5.1% |
| 3Y | +20.1% | +76.6% | -56.5% | +3.8% |
| All | +20.1% | +76.6% | -56.5% | +3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling