+45.6%
IBRN price history and return analytics
+89.9%
-44.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | +0.3% |
| 7D | +7.2% | +0.4% | +6.9% | +6.8% |
| 30D | +9.8% | -2.6% | +12.4% | +12.9% |
| 3M | -10.3% | -3.2% | -7.0% | -7.1% |
| 6M | -1.9% | +0.9% | -2.9% | -3.2% |
| YTD | +7.9% | +11.3% | -3.4% | -4.3% |
| 1Y | +25.9% | +14.0% | +11.9% | +8.8% |
| 3Y | +79.3% | +75.8% | +3.5% | -2.1% |
| All | +45.6% | +89.9% | -44.3% | -25.8% |
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 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