+1,518.5%
IDR price history and return analytics
+226.9%
+1,291.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.9% | -2.3% |
| 7D | -2.6% | -2.0% | -0.6% | -1.6% |
| 30D | -11.8% | -1.4% | -10.4% | -11.1% |
| 3M | -3.7% | +4.7% | -8.4% | -5.4% |
| 6M | -21.4% | +11.4% | -32.8% | -24.3% |
| YTD | -24.1% | +13.1% | -37.2% | -27.0% |
| 1Y | +8.9% | +19.0% | -10.2% | +2.8% |
| 3Y | +499.8% | +73.9% | +425.9% | +403.3% |
| 5Y | +582.8% | +65.4% | +517.4% | +477.2% |
| All | +1,518.5% | +226.9% | +1,291.6% | +1,000.4% |
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 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