+80.0%
IFS price history and return analytics
+135.3%
-55.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.7% |
| 7D | +3.2% | -0.1% | +3.3% | +3.3% |
| 30D | -9.8% | -3.1% | -6.7% | -7.8% |
| 3M | -16.8% | -3.5% | -13.3% | -14.8% |
| 6M | +8.8% | +0.5% | +8.3% | +8.3% |
| YTD | +19.4% | +10.8% | +8.6% | +11.1% |
| 1Y | +24.4% | +11.9% | +12.5% | +15.0% |
| 3Y | +192.0% | +73.0% | +119.0% | +97.6% |
| 5Y | +147.3% | +58.6% | +88.7% | +76.5% |
| All | +80.0% | +135.3% | -55.4% | -11.2% |
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 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