-69.5%
IDN price history and return analytics
+65.7%
-135.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.9% |
| 7D | -6.8% | -1.1% | -5.7% | -5.7% |
| 30D | -29.5% | -1.0% | -28.6% | -28.7% |
| 3M | -35.8% | +3.2% | -39.0% | -38.0% |
| 6M | -44.9% | +12.5% | -57.4% | -52.0% |
| YTD | -61.1% | +14.1% | -75.1% | -66.6% |
| 1Y | -52.6% | +18.9% | -71.5% | -61.5% |
| 3Y | +4.4% | +74.1% | -69.7% | -45.7% |
| All | -69.5% | +65.7% | -135.2% | -81.4% |
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