-0.5%
IBTJ price history and return analytics
+151.7%
-152.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | -0.1% | -0.1% | +0.1% | -0.1% |
| 30D | -0.1% | -0.7% | +0.5% | -0.2% |
| 3M | +0.3% | +4.0% | -3.7% | +0.4% |
| 6M | -0.5% | +12.3% | -12.8% | -0.2% |
| YTD | +0.1% | +14.0% | -13.9% | +0.5% |
| 1Y | +1.1% | +20.3% | -19.2% | +1.7% |
| 3Y | +13.3% | +75.4% | -62.1% | +15.6% |
| 5Y | -1.9% | +66.0% | -67.9% | -0.8% |
| All | -0.5% | +151.7% | -152.3% | +5.6% |
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