+91.9%
IREN vs VUG
+68.1%
+23.8%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.8% |
| 7D | +27.5% | +0.9% | +26.6% | +25.2% |
| 30D | +13.8% | -1.4% | +15.3% | +17.7% |
| 3M | -20.7% | +2.3% | -23.0% | -22.2% |
| 6M | +27.9% | +15.7% | +12.2% | +0.3% |
| YTD | +24.3% | +8.6% | +15.6% | +12.1% |
| 1Y | +79.2% | +14.1% | +65.1% | +49.2% |
| 3Y | +904.9% | +87.9% | +817.0% | +268.3% |
| All | +91.9% | +68.1% | +23.8% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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