+247.1%
IDYA price history and return analytics
+157.8%
+89.3%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.0% |
| 7D | -2.8% | +1.0% | -3.8% | -3.8% |
| 30D | +4.9% | -0.2% | +5.2% | +5.2% |
| 3M | +23.4% | +4.5% | +18.8% | +17.5% |
| 6M | +17.0% | +14.1% | +3.0% | +1.5% |
| YTD | +12.4% | +14.8% | -2.4% | -3.5% |
| 1Y | +66.1% | +21.2% | +44.9% | +34.7% |
| 3Y | +38.7% | +76.6% | -37.9% | -23.3% |
| 5Y | +43.9% | +66.6% | -22.7% | -14.7% |
| All | +247.1% | +157.8% | +89.3% | +50.3% |
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