+102.3%
IFN price history and return analytics
+221.8%
-119.5%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | +1.6% | +2.4% | -0.8% | 0.0% |
| 30D | +9.0% | -1.5% | +10.5% | +10.0% |
| 3M | -0.1% | -4.1% | +4.0% | +2.6% |
| 6M | +5.6% | +0.6% | +5.0% | +4.9% |
| YTD | -7.7% | +11.0% | -18.8% | -14.1% |
| 1Y | -13.9% | +13.3% | -27.3% | -21.0% |
| 3Y | -3.6% | +73.4% | -76.9% | -34.0% |
| 5Y | -2.0% | +57.4% | -59.4% | -28.9% |
| All | +102.3% | +221.8% | -119.5% | -10.7% |
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