-42.1%
IDR price history and return analytics
+11.9%
-54.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.5% | -0.9% |
| 7D | -10.7% | +2.4% | -13.1% | -16.4% |
| 30D | -9.6% | -1.5% | -8.1% | -5.5% |
| 3M | -41.2% | -4.1% | -37.1% | -32.9% |
| 6M | -63.7% | +0.6% | -64.2% | -63.6% |
| YTD | -53.8% | +11.0% | -64.9% | -64.1% |
| 1Y | -42.1% | +13.3% | -55.5% | -57.6% |
| All | -42.1% | +11.9% | -54.0% | -57.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling