-38.5%
IBTA price history and return analytics
+53.6%
-92.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +1.3% |
| 7D | -0.1% | -0.1% | +0.1% | +0.4% |
| 30D | +40.0% | -3.1% | +43.1% | +45.9% |
| 3M | +66.6% | -3.5% | +70.1% | +74.2% |
| 6M | +69.9% | +0.5% | +69.4% | +69.2% |
| YTD | +165.3% | +10.8% | +154.5% | +130.0% |
| 1Y | +112.6% | +11.9% | +100.7% | +83.0% |
| All | -38.5% | +53.6% | -92.0% | -67.7% |
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