-97.5%
IDAI price history and return analytics
+79.9%
-177.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -2.9% |
| 7D | -11.2% | +0.4% | -11.6% | -11.1% |
| 30D | -32.2% | -2.6% | -29.7% | -28.8% |
| 3M | -29.1% | -3.2% | -25.9% | -24.9% |
| 6M | -4.2% | +0.9% | -5.1% | -3.2% |
| YTD | -41.4% | +11.3% | -52.7% | -49.3% |
| 1Y | -45.1% | +14.0% | -59.1% | -53.9% |
| 3Y | +67.2% | +75.8% | -8.7% | -15.8% |
| 5Y | -90.0% | +57.8% | -147.9% | -95.1% |
| All | -97.5% | +79.9% | -177.4% | -98.8% |
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