+181.4%
IDYA price history and return analytics
+150.2%
+31.2%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.1% |
| 7D | +2.7% | +2.9% | -0.1% | -0.3% |
| 30D | -8.1% | -2.5% | -5.6% | -5.4% |
| 3M | -14.8% | -3.3% | -11.5% | -11.6% |
| 6M | +12.0% | +1.5% | +10.5% | +10.2% |
| YTD | -8.9% | +11.4% | -20.3% | -19.1% |
| 1Y | -1.4% | +11.9% | -13.3% | -13.0% |
| 3Y | +7.1% | +73.9% | -66.7% | -39.7% |
| 5Y | +36.7% | +57.9% | -21.2% | -14.1% |
| All | +181.4% | +150.2% | +31.2% | +26.0% |
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