-1.0%
IBTJ price history and return analytics
+151.8%
-152.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | 0.0% |
| 7D | -0.6% | -1.1% | +0.5% | -0.6% |
| 30D | -0.7% | -1.0% | +0.3% | -0.7% |
| 3M | -0.5% | +3.2% | -3.6% | -0.4% |
| 6M | -0.7% | +12.5% | -13.2% | -0.3% |
| YTD | -0.3% | +14.1% | -14.4% | +0.1% |
| 1Y | +0.5% | +18.9% | -18.4% | +1.1% |
| 3Y | +12.8% | +74.1% | -61.3% | +15.1% |
| 5Y | -2.1% | +66.9% | -69.0% | -0.9% |
| All | -1.0% | +151.8% | -152.8% | +5.1% |
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