+74.6%
IFN price history and return analytics
+226.9%
-152.2%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.5% |
| 7D | -3.7% | -2.0% | -1.7% | -2.4% |
| 30D | -4.0% | -1.4% | -2.5% | -3.1% |
| 3M | +5.9% | +4.7% | +1.2% | +2.6% |
| 6M | -5.1% | +11.4% | -16.4% | -11.8% |
| YTD | -10.8% | +13.1% | -23.9% | -17.9% |
| 1Y | -17.1% | +19.0% | -36.1% | -26.4% |
| 3Y | -6.1% | +73.9% | -80.0% | -35.9% |
| 5Y | -4.0% | +65.4% | -69.4% | -32.7% |
| All | +74.6% | +226.9% | -152.2% | -26.9% |
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