+150.3%
IBUY price history and return analytics
+229.8%
-79.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | 0.0% |
| 7D | -4.5% | -1.1% | -3.4% | -3.1% |
| 30D | -6.3% | -1.0% | -5.3% | -5.1% |
| 3M | +2.4% | +3.2% | -0.8% | -1.9% |
| 6M | +5.9% | +12.5% | -6.6% | -9.7% |
| YTD | -8.1% | +14.1% | -22.1% | -23.1% |
| 1Y | -10.0% | +18.9% | -28.9% | -28.6% |
| 3Y | +44.6% | +74.1% | -29.4% | -29.5% |
| 5Y | -40.3% | +66.9% | -107.1% | -68.1% |
| All | +150.3% | +229.8% | -79.5% | -31.6% |
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 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