+32.2%
IDUB price history and return analytics
+64.7%
-32.5%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.2% |
| 7D | +0.1% | -0.1% | +0.3% | +0.2% |
| 30D | -3.0% | -3.1% | +0.1% | -0.6% |
| 3M | -4.5% | -3.5% | -1.0% | -1.7% |
| 6M | -1.4% | +0.5% | -1.8% | -1.5% |
| YTD | +13.1% | +10.8% | +2.3% | +5.2% |
| 1Y | +15.6% | +11.9% | +3.7% | +6.7% |
| 3Y | +63.7% | +73.0% | -9.2% | +10.8% |
| 5Y | +32.2% | +58.6% | -26.4% | -4.5% |
| All | +32.2% | +64.7% | -32.5% | -7.2% |
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