+5.4%
IBTP price history and return analytics
+43.2%
-37.8%
-7.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -1.9% | +2.4% | -4.3% | -2.0% |
| 30D | +0.7% | -1.5% | +2.2% | +0.8% |
| 3M | -2.4% | -4.1% | +1.8% | -2.2% |
| 6M | -2.4% | +0.6% | -2.9% | -2.4% |
| YTD | -2.9% | +11.0% | -14.0% | -3.1% |
| 1Y | -2.8% | +13.3% | -16.1% | -2.9% |
| All | +5.4% | +43.2% | -37.8% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling