+69.1%
IFRA price history and return analytics
+57.5%
+11.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | -1.8% | -0.1% | -1.7% | -1.7% |
| 30D | +1.0% | -3.1% | +4.0% | +3.6% |
| 3M | -4.9% | -3.5% | -1.4% | -2.0% |
| 6M | -5.4% | +0.5% | -5.8% | -6.1% |
| YTD | +10.7% | +10.8% | 0.0% | +0.7% |
| 1Y | +11.4% | +11.9% | -0.5% | +0.3% |
| 3Y | +69.5% | +73.0% | -3.4% | +3.6% |
| 5Y | +69.1% | +58.6% | +10.4% | +8.9% |
| All | +69.1% | +57.5% | +11.5% | +8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling