+167.6%
IFRA price history and return analytics
+154.9%
+12.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.4% |
| 7D | -1.4% | -2.0% | +0.6% | +0.5% |
| 30D | -5.1% | -1.4% | -3.7% | -3.8% |
| 3M | -2.9% | +4.7% | -7.7% | -7.3% |
| 6M | +0.9% | +11.4% | -10.5% | -9.4% |
| YTD | +11.2% | +13.1% | -1.8% | -1.7% |
| 1Y | +14.8% | +19.0% | -4.3% | -3.5% |
| 3Y | +61.4% | +73.9% | -12.6% | -6.6% |
| 5Y | +79.5% | +65.4% | +14.1% | +8.6% |
| All | +167.6% | +154.9% | +12.8% | +2.0% |
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