+256.2%
IDYA price history and return analytics
+159.1%
+97.1%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.6% | +0.4% | -1.1% | -1.1% |
| 30D | +10.6% | +1.0% | +9.6% | +9.4% |
| 3M | +36.4% | +2.4% | +34.0% | +32.9% |
| 6M | +14.9% | +12.0% | +2.9% | +1.7% |
| YTD | +15.3% | +15.3% | 0.0% | -1.5% |
| 1Y | +54.3% | +22.6% | +31.7% | +23.5% |
| 3Y | +33.9% | +74.7% | -40.8% | -25.2% |
| 5Y | +60.7% | +66.1% | -5.5% | -4.6% |
| All | +256.2% | +159.1% | +97.1% | +53.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling