+36.2%
IDYA price history and return analytics
+57.0%
-20.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.4% |
| 7D | +1.9% | +2.4% | -0.5% | -0.8% |
| 30D | -6.0% | -1.5% | -4.5% | -4.2% |
| 3M | -13.2% | -4.1% | -9.1% | -8.7% |
| 6M | +10.1% | +0.6% | +9.6% | +9.3% |
| YTD | -7.9% | +11.0% | -19.0% | -19.1% |
| 1Y | 0.0% | +13.3% | -13.3% | -14.4% |
| 3Y | +9.0% | +73.4% | -64.4% | -42.8% |
| All | +36.2% | +57.0% | -20.8% | -12.1% |
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