+2.0%
IBTI price history and return analytics
+145.1%
-143.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -0.5% | +2.4% | -2.8% | -0.4% |
| 30D | +0.4% | -1.5% | +1.9% | +0.3% |
| 3M | 0.0% | -4.1% | +4.1% | -0.1% |
| 6M | +0.7% | +0.6% | +0.2% | +0.8% |
| YTD | +1.0% | +11.0% | -10.0% | +1.2% |
| 1Y | +1.6% | +13.3% | -11.7% | +1.9% |
| 3Y | +14.3% | +73.4% | -59.1% | +15.8% |
| 5Y | +2.3% | +57.4% | -55.1% | +2.7% |
| All | +2.0% | +145.1% | -143.1% | +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