+85.2%
IDNA vs VT
+77.9%
+7.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +1.2% | +0.4% | +0.8% | +0.7% |
| 30D | +19.3% | +1.0% | +18.3% | +18.1% |
| 3M | +33.3% | +2.4% | +30.9% | +29.9% |
| 6M | +31.1% | +12.0% | +19.1% | +15.8% |
| YTD | +52.5% | +15.3% | +37.2% | +30.3% |
| 1Y | +78.0% | +22.6% | +55.4% | +42.5% |
| All | +85.2% | +77.9% | +7.3% | -10.5% |
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 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