+539.9%
IBP price history and return analytics
+222.7%
+317.2%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.6% | +7.4% | +7.8% |
| 7D | +0.3% | +2.9% | -2.6% | -4.3% |
| 30D | +18.9% | -2.5% | +21.4% | +23.7% |
| 3M | -7.7% | -3.3% | -4.4% | -2.4% |
| 6M | +10.8% | +1.5% | +9.3% | +8.3% |
| YTD | -12.7% | +11.4% | -24.1% | -26.2% |
| 1Y | -14.5% | +11.9% | -26.4% | -28.1% |
| 3Y | +83.6% | +73.9% | +9.8% | -23.8% |
| 5Y | +82.4% | +57.9% | +24.5% | -9.2% |
| All | +539.9% | +222.7% | +317.2% | +9.0% |
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