+527.2%
IBP price history and return analytics
+217.6%
+309.5%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.2% |
| 7D | 0.0% | -0.1% | +0.1% | +0.4% |
| 30D | +14.6% | -3.1% | +17.6% | +20.4% |
| 3M | -9.7% | -3.5% | -6.2% | -4.2% |
| 6M | -3.1% | +0.5% | -3.5% | -3.6% |
| YTD | -17.1% | +10.8% | -27.9% | -29.3% |
| 1Y | -16.4% | +11.9% | -28.3% | -29.6% |
| 3Y | +74.4% | +73.0% | +1.4% | -26.9% |
| 5Y | +76.4% | +58.6% | +17.7% | -12.8% |
| 10Y | +527.2% | +219.2% | +308.0% | +12.3% |
| All | +527.2% | +217.6% | +309.5% | +12.3% |
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 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