+5.1%
IBTH price history and return analytics
+144.6%
-139.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | 0.0% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | 0.0% | -3.1% | +3.1% | 0.0% |
| 3M | +0.4% | -3.5% | +3.9% | +0.4% |
| 6M | +1.2% | +0.5% | +0.7% | +1.2% |
| YTD | +2.0% | +10.8% | -8.7% | +2.1% |
| 1Y | +2.7% | +11.9% | -9.2% | +2.7% |
| 3Y | +14.6% | +73.0% | -58.4% | +14.6% |
| 5Y | +4.6% | +58.6% | -54.0% | +4.2% |
| All | +5.1% | +144.6% | -139.5% | +6.2% |
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