-41.0%
IBUY price history and return analytics
+63.7%
-104.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | +0.9% |
| 7D | -6.2% | -2.0% | -4.2% | -3.2% |
| 30D | -8.1% | -1.4% | -6.6% | -6.0% |
| 3M | +3.2% | +4.7% | -1.5% | -4.5% |
| 6M | +4.2% | +11.4% | -7.2% | -13.2% |
| YTD | -9.1% | +13.1% | -22.2% | -26.3% |
| 1Y | -10.1% | +19.0% | -29.1% | -33.0% |
| 3Y | +44.1% | +73.9% | -29.8% | -44.1% |
| 5Y | -41.0% | +65.4% | -106.3% | -73.6% |
| All | -41.0% | +63.7% | -104.6% | -73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling