+79.3%
IREN vs VTV
+73.1%
+6.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | -1.2% |
| 7D | -1.9% | -1.1% | -0.8% | +0.5% |
| 30D | +0.4% | -1.0% | +1.4% | +2.6% |
| 3M | -22.7% | +4.6% | -27.4% | -30.4% |
| 6M | +4.4% | +13.5% | -9.1% | -19.9% |
| YTD | +16.0% | +18.5% | -2.5% | -18.4% |
| 1Y | +33.4% | +22.9% | +10.5% | -13.3% |
| 3Y | +948.6% | +67.8% | +880.7% | +282.6% |
| All | +79.3% | +73.1% | +6.1% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling