-90.1%
IDAI price history and return analytics
+57.5%
-147.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -0.9% |
| 7D | -12.5% | -0.1% | -12.3% | -11.5% |
| 30D | -33.4% | -3.1% | -30.4% | -29.2% |
| 3M | -28.8% | -3.5% | -25.3% | -23.9% |
| 6M | -5.9% | +0.5% | -6.3% | -4.2% |
| YTD | -42.5% | +10.8% | -53.2% | -50.4% |
| 1Y | -50.5% | +11.9% | -62.4% | -57.9% |
| 3Y | +58.5% | +73.0% | -14.5% | -24.0% |
| 5Y | -90.1% | +58.6% | -148.7% | -95.3% |
| All | -90.1% | +57.5% | -147.7% | -95.3% |
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 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