-23.7%
IFRX vs VT
+66.2%
-89.9%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.4% | +0.4% | -0.9% | -0.9% |
| 30D | +25.4% | +1.0% | +24.4% | +24.3% |
| 3M | +11.0% | +2.4% | +8.6% | +8.4% |
| 6M | +142.6% | +12.0% | +130.6% | +117.4% |
| YTD | +119.8% | +15.3% | +104.5% | +92.1% |
| 1Y | +41.4% | +22.6% | +18.8% | +18.6% |
| 3Y | -46.5% | +74.7% | -121.2% | -65.7% |
| All | -23.7% | +66.2% | -89.9% | -38.3% |
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 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