+78.5%
IREN vs VTV
+71.9%
+6.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -2.3% |
| 7D | +4.8% | -2.1% | +6.8% | +9.6% |
| 30D | +9.8% | -1.3% | +11.1% | +13.1% |
| 3M | -15.3% | +5.6% | -20.9% | -25.1% |
| 6M | +14.5% | +12.4% | +2.1% | -10.3% |
| YTD | +15.5% | +17.6% | -2.1% | -17.5% |
| 1Y | +29.8% | +23.5% | +6.3% | -16.7% |
| 3Y | +834.5% | +67.0% | +767.5% | +244.9% |
| All | +78.5% | +71.9% | +6.6% | -35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling