+31.0%
IRD vs VT
+73.6%
-42.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | +13.6% | -1.6% | +15.2% | +15.8% |
| 30D | -14.2% | -2.5% | -11.7% | -11.5% |
| 3M | +8.0% | -1.3% | +9.3% | +9.5% |
| 6M | -23.5% | +3.1% | -26.6% | -26.5% |
| YTD | +95.5% | +10.9% | +84.6% | +72.2% |
| 1Y | +83.6% | +12.1% | +71.6% | +60.0% |
| All | +31.0% | +73.6% | -42.6% | -53.1% |
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