+91.9%
IREN vs VTV
+73.6%
+18.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.8% | +5.8% | +6.8% |
| 7D | +27.5% | +0.3% | +27.2% | +26.6% |
| 30D | +13.8% | +0.1% | +13.7% | +13.4% |
| 3M | -20.7% | +6.2% | -26.9% | -30.8% |
| 6M | +27.9% | +13.5% | +14.4% | -2.0% |
| YTD | +24.3% | +18.9% | +5.4% | -13.3% |
| 1Y | +79.2% | +25.8% | +53.4% | +10.6% |
| 3Y | +904.9% | +68.7% | +836.2% | +262.4% |
| All | +91.9% | +73.6% | +18.3% | -32.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling