-25.7%
IDNA price history and return analytics
+65.7%
-91.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.6% |
| 7D | -4.3% | -1.1% | -3.2% | -3.0% |
| 30D | +7.5% | -1.0% | +8.4% | +8.8% |
| 3M | +29.5% | +3.2% | +26.3% | +24.7% |
| 6M | +27.6% | +12.5% | +15.1% | +11.0% |
| YTD | +45.9% | +14.1% | +31.9% | +24.8% |
| 1Y | +65.8% | +18.9% | +46.9% | +35.1% |
| 3Y | +76.0% | +74.1% | +1.9% | -9.7% |
| All | -25.7% | +65.7% | -91.4% | -59.8% |
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 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