-73.7%
IRON vs VT
+115.6%
-189.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.5% |
| 7D | +3.4% | +0.4% | +3.0% | +3.1% |
| 30D | +30.9% | -2.6% | +33.5% | +34.5% |
| 3M | +4.9% | -3.2% | +8.2% | +8.4% |
| 6M | +19.0% | +0.9% | +18.1% | +18.0% |
| YTD | +2.3% | +11.3% | -9.0% | -7.9% |
| 1Y | -3.1% | +14.0% | -17.1% | -14.9% |
| 3Y | +67.9% | +75.8% | -8.0% | +1.4% |
| 5Y | -21.7% | +57.8% | -79.5% | -45.8% |
| All | -73.7% | +115.6% | -189.3% | -82.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling