+218.2%
IFS price history and return analytics
+74.0%
+144.2%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | +10.3% | +2.4% | +8.0% | +8.7% |
| 30D | -5.4% | -1.5% | -3.9% | -4.4% |
| 3M | -6.0% | -4.1% | -1.9% | -3.3% |
| 6M | +14.5% | +0.6% | +13.9% | +14.0% |
| YTD | +26.3% | +11.0% | +15.3% | +18.1% |
| 1Y | +32.9% | +13.3% | +19.6% | +22.7% |
| 3Y | +218.2% | +73.4% | +144.8% | +130.0% |
| All | +218.2% | +74.0% | +144.2% | +130.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling