-14.8%
IRON vs VT
+57.5%
-72.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.6% | +4.6% |
| 7D | +4.3% | -0.1% | +4.4% | +4.5% |
| 30D | +36.4% | -3.1% | +39.4% | +40.9% |
| 3M | +8.1% | -3.5% | +11.6% | +12.1% |
| 6M | +24.0% | +0.5% | +23.5% | +23.3% |
| YTD | +6.6% | +10.8% | -4.2% | -4.3% |
| 1Y | +1.3% | +11.9% | -10.6% | -10.1% |
| 3Y | +74.3% | +73.0% | +1.3% | +3.3% |
| 5Y | -14.8% | +58.6% | -73.4% | -30.7% |
| All | -14.8% | +57.5% | -72.3% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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