+60.5%
IDN price history and return analytics
+229.8%
-169.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.1% |
| 7D | -6.8% | -1.1% | -5.7% | -5.5% |
| 30D | -29.5% | -1.0% | -28.6% | -28.6% |
| 3M | -35.8% | +3.2% | -39.0% | -38.3% |
| 6M | -44.9% | +12.5% | -57.4% | -52.9% |
| YTD | -61.1% | +14.1% | -75.1% | -67.3% |
| 1Y | -52.6% | +18.9% | -71.5% | -62.4% |
| 3Y | +4.4% | +74.1% | -69.7% | -49.0% |
| 5Y | -69.6% | +66.9% | -136.4% | -84.0% |
| All | +60.5% | +229.8% | -169.3% | -56.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling