+60.7%
IBRN price history and return analytics
+95.8%
-35.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.9% |
| 7D | -1.1% | +1.0% | -2.1% | -2.2% |
| 30D | -0.9% | -0.2% | -0.7% | -0.7% |
| 3M | +13.3% | +4.5% | +8.7% | +7.8% |
| 6M | +25.0% | +14.1% | +10.9% | +8.1% |
| YTD | +19.1% | +14.8% | +4.4% | +2.3% |
| 1Y | +50.7% | +21.2% | +29.5% | +22.0% |
| 3Y | +73.1% | +76.6% | -3.4% | -5.9% |
| All | +60.7% | +95.8% | -35.1% | -20.7% |
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 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