+79.3%
IREN vs VTRS
+46.7%
+32.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | -1.9% | -2.2% | +0.3% | -0.9% |
| 30D | +0.4% | +3.3% | -2.9% | -1.0% |
| 3M | -22.7% | +2.0% | -24.7% | -24.3% |
| 6M | +4.4% | +19.9% | -15.5% | -6.0% |
| YTD | +16.0% | +35.7% | -19.7% | -2.3% |
| 1Y | +33.4% | +68.1% | -34.7% | +0.2% |
| 3Y | +948.6% | +87.1% | +861.5% | +615.0% |
| All | +79.3% | +46.7% | +32.6% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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