+1,813.9%
IBP price history and return analytics
+243.1%
+1,570.8%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.1% | -1.2% | +1.0% |
| 7D | +5.1% | -4.2% | +9.3% | +12.4% |
| 30D | +15.7% | -5.8% | +21.5% | +26.8% |
| 3M | -7.5% | -5.2% | -2.2% | +0.8% |
| 6M | -20.7% | +0.1% | -20.9% | -20.2% |
| YTD | -13.0% | +8.2% | -21.2% | -22.3% |
| 1Y | -8.0% | +10.1% | -18.2% | -20.0% |
| 3Y | +86.4% | +69.7% | +16.7% | -15.5% |
| 5Y | +83.3% | +53.4% | +29.9% | -0.7% |
| 10Y | +625.9% | +219.2% | +406.6% | +52.5% |
| All | +1,813.9% | +243.1% | +1,570.8% | +275.7% |
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