+294.4%
IDU vs VT
+346.0%
-51.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.5% |
| 7D | -0.5% | -2.3% | +1.8% | +0.8% |
| 30D | +5.1% | -5.0% | +10.1% | +8.2% |
| 3M | +0.7% | -4.9% | +5.6% | +3.6% |
| 6M | -3.1% | -1.5% | -1.5% | -2.7% |
| YTD | +3.7% | +8.5% | -4.8% | -2.1% |
| 1Y | +1.7% | +11.4% | -9.7% | -5.5% |
| 3Y | +53.6% | +70.1% | -16.5% | +9.6% |
| 5Y | +49.2% | +53.7% | -4.5% | +11.9% |
| 10Y | +140.7% | +220.0% | -79.2% | +14.1% |
| All | +294.4% | +346.0% | -51.6% | +33.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling