+200.0%
IDE price history and return analytics
+418.4%
-218.4%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.3% | -0.3% |
| 7D | -3.9% | -4.2% | +0.3% | -0.4% |
| 30D | -5.2% | -5.8% | +0.6% | -0.2% |
| 3M | -10.5% | -5.2% | -5.3% | -6.3% |
| 6M | -11.2% | +0.1% | -11.3% | -11.5% |
| YTD | +0.2% | +8.2% | -8.0% | -6.6% |
| 1Y | +5.4% | +10.1% | -4.7% | -3.3% |
| 3Y | +67.4% | +69.7% | -2.3% | +4.9% |
| 5Y | +54.4% | +53.4% | +1.0% | +4.9% |
| 10Y | +148.3% | +219.2% | -70.9% | -11.4% |
| All | +200.0% | +418.4% | -218.4% | -26.8% |
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