+38.7%
IDYA price history and return analytics
+57.4%
-18.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | -0.5% |
| 7D | +1.2% | +0.4% | +0.9% | +0.9% |
| 30D | -11.3% | -2.6% | -8.7% | -8.4% |
| 3M | -13.5% | -3.2% | -10.2% | -10.0% |
| 6M | +13.1% | +0.9% | +12.2% | +11.7% |
| YTD | -7.3% | +11.3% | -18.7% | -18.9% |
| 1Y | +5.9% | +14.0% | -8.1% | -10.0% |
| 3Y | +9.0% | +75.8% | -66.8% | -43.8% |
| 5Y | +38.7% | +57.8% | -19.2% | -10.5% |
| All | +38.7% | +57.4% | -18.7% | -10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling