-20.3%
IREN vs VCIT
+4.3%
-24.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.7% | -5.8% | -5.0% |
| 7D | +8.0% | -1.4% | +9.4% | +11.6% |
| 30D | -44.0% | +0.8% | -44.8% | -45.3% |
| 3M | -55.4% | -1.7% | -53.7% | -53.6% |
| 6M | -65.6% | -2.1% | -63.5% | -63.7% |
| YTD | -48.4% | -2.0% | -46.4% | -45.4% |
| 1Y | -65.0% | -1.5% | -63.6% | -63.4% |
| 3Y | +558.1% | +19.0% | +539.1% | +343.3% |
| All | -20.3% | +4.3% | -24.6% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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