-86.1%
IFRX price history and return analytics
+164.0%
-250.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.2% |
| 7D | -5.9% | -1.1% | -4.7% | -4.9% |
| 30D | +4.0% | -1.0% | +5.0% | +4.9% |
| 3M | +24.4% | +3.2% | +21.3% | +21.0% |
| 6M | +117.3% | +12.5% | +104.8% | +96.7% |
| YTD | +106.9% | +14.1% | +92.9% | +85.5% |
| 1Y | +42.2% | +18.9% | +23.3% | +24.5% |
| 3Y | -47.8% | +74.1% | -121.8% | -65.9% |
| 5Y | -29.2% | +66.9% | -96.0% | -51.5% |
| All | -86.1% | +164.0% | -250.1% | -94.1% |
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