+192.4%
IDYA price history and return analytics
+151.7%
+40.6%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.1% | +1.9% | +1.8% |
| 7D | +1.1% | -0.7% | +1.8% | +1.9% |
| 30D | -9.3% | -1.7% | -7.5% | -7.4% |
| 3M | -11.2% | -2.3% | -8.9% | -8.9% |
| 6M | +16.3% | +1.5% | +14.8% | +14.5% |
| YTD | -5.4% | +12.0% | -17.4% | -16.5% |
| 1Y | +2.2% | +12.9% | -10.7% | -10.6% |
| 3Y | +11.3% | +74.9% | -63.6% | -37.8% |
| 5Y | +45.0% | +59.9% | -14.9% | -10.1% |
| All | +192.4% | +151.7% | +40.6% | +30.0% |
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