+769.9%
IDA price history and return analytics
+345.0%
+425.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.5% | +2.7% |
| 7D | +3.1% | -4.2% | +7.3% | +5.5% |
| 30D | +11.6% | -5.8% | +17.4% | +15.3% |
| 3M | +3.4% | -5.2% | +8.6% | +6.4% |
| 6M | +2.7% | +0.1% | +2.6% | +2.0% |
| YTD | +19.2% | +8.2% | +11.0% | +12.8% |
| 1Y | +17.4% | +10.1% | +7.3% | +10.0% |
| 3Y | +59.4% | +69.7% | -10.3% | +14.2% |
| 5Y | +62.1% | +53.4% | +8.8% | +21.8% |
| 10Y | +158.9% | +219.2% | -60.4% | +22.6% |
| All | +769.9% | +345.0% | +425.0% | +194.3% |
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