+766.3%
IDA price history and return analytics
+346.0%
+420.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.6% |
| 7D | +1.4% | -2.3% | +3.7% | +2.7% |
| 30D | +11.7% | -5.0% | +16.6% | +14.7% |
| 3M | +4.6% | -4.9% | +9.5% | +7.4% |
| 6M | +3.0% | -1.5% | +4.5% | +3.3% |
| YTD | +18.7% | +8.5% | +10.2% | +12.2% |
| 1Y | +17.4% | +11.4% | +6.0% | +9.2% |
| 3Y | +62.8% | +70.1% | -7.2% | +16.5% |
| 5Y | +61.5% | +53.7% | +7.7% | +21.1% |
| 10Y | +157.8% | +220.0% | -62.2% | +21.9% |
| All | +766.3% | +346.0% | +420.3% | +192.6% |
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