-74.4%
IRON vs VT
+123.4%
-197.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.0% | +0.4% | -1.4% | -1.4% |
| 30D | +0.4% | +1.0% | -0.6% | -0.6% |
| 3M | +11.4% | +2.4% | +9.0% | +8.8% |
| 6M | +29.7% | +12.0% | +17.7% | +16.3% |
| YTD | -0.2% | +15.3% | -15.6% | -13.3% |
| 1Y | +31.6% | +22.6% | +9.0% | +7.7% |
| 3Y | +50.9% | +74.7% | -23.8% | -9.0% |
| 5Y | -50.0% | +66.1% | -116.1% | -66.9% |
| All | -74.4% | +123.4% | -197.8% | -83.7% |
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