+161.8%
IFN price history and return analytics
+346.0%
-184.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.5% |
| 7D | +7.8% | -2.3% | +10.2% | +10.1% |
| 30D | +8.3% | -5.0% | +13.2% | +13.3% |
| 3M | -1.2% | -4.9% | +3.7% | +3.3% |
| 6M | +0.1% | -1.5% | +1.7% | +1.1% |
| YTD | -9.2% | +8.5% | -17.7% | -16.2% |
| 1Y | -14.0% | +11.4% | -25.3% | -22.6% |
| 3Y | -4.4% | +70.1% | -74.5% | -42.9% |
| 5Y | -2.1% | +53.7% | -55.8% | -36.8% |
| 10Y | +88.2% | +220.0% | -131.8% | -45.0% |
| All | +161.8% | +346.0% | -184.2% | -42.2% |
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