+66.5%
IDNA price history and return analytics
+150.7%
-84.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.0% |
| 7D | -4.0% | -0.1% | -3.8% | -3.8% |
| 30D | +9.5% | -0.7% | +10.1% | +10.3% |
| 3M | +32.7% | +4.0% | +28.8% | +27.5% |
| 6M | +28.2% | +12.3% | +15.9% | +14.1% |
| YTD | +48.0% | +14.0% | +34.0% | +29.7% |
| 1Y | +71.4% | +20.3% | +51.1% | +42.5% |
| 3Y | +80.0% | +75.4% | +4.6% | +3.2% |
| 5Y | -25.7% | +66.0% | -91.7% | -54.9% |
| All | +66.5% | +150.7% | -84.1% | -27.1% |
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