-99.7%
IRD vs VT
+356.1%
-455.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | +13.6% | -1.6% | +15.2% | +15.6% |
| 30D | -14.2% | -2.5% | -11.7% | -11.7% |
| 3M | +8.0% | -1.3% | +9.3% | +9.5% |
| 6M | -23.5% | +3.1% | -26.6% | -26.1% |
| YTD | +95.5% | +10.9% | +84.6% | +75.5% |
| 1Y | +83.6% | +12.1% | +71.6% | +63.1% |
| 3Y | +43.4% | +73.9% | -30.5% | -19.8% |
| 5Y | -4.8% | +58.0% | -62.8% | -41.0% |
| 10Y | -94.2% | +225.5% | -319.6% | -98.5% |
| All | -99.7% | +356.1% | -455.8% | -100.0% |
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