-17.4%
IBP price history and return analytics
+21.4%
-38.8%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -3.7% |
| 7D | -2.6% | +1.0% | -3.6% | -3.9% |
| 30D | -6.6% | -0.2% | -6.3% | -6.2% |
| 3M | +14.1% | +4.5% | +9.6% | +7.1% |
| 6M | -24.7% | +14.1% | -38.8% | -36.2% |
| YTD | -11.2% | +14.8% | -26.0% | -26.5% |
| 1Y | -17.4% | +21.2% | -38.6% | -36.4% |
| All | -17.4% | +21.4% | -38.8% | -36.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling