+57.0%
IDNA vs VT
+11.9%
+45.1%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.5% |
| 7D | -1.4% | +2.9% | -4.2% | -4.4% |
| 30D | +0.2% | -2.5% | +2.7% | +3.1% |
| 3M | +15.4% | -3.3% | +18.7% | +19.7% |
| 6M | +36.9% | +1.5% | +35.3% | +34.8% |
| YTD | +56.7% | +11.4% | +45.3% | +39.0% |
| 1Y | +57.0% | +11.9% | +45.1% | +38.5% |
| All | +57.0% | +11.9% | +45.1% | +38.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling