+236.0%
IFS price history and return analytics
+66.2%
+169.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.3% |
| 7D | -0.7% | +1.0% | -1.8% | -1.4% |
| 30D | -7.0% | -0.2% | -6.8% | -6.9% |
| 3M | +16.2% | +4.5% | +11.7% | +12.6% |
| 6M | +27.9% | +14.1% | +13.8% | +16.7% |
| YTD | +34.7% | +14.8% | +19.9% | +22.6% |
| 1Y | +40.2% | +21.2% | +19.0% | +23.0% |
| 3Y | +171.9% | +76.6% | +95.3% | +84.2% |
| 5Y | +236.0% | +66.6% | +169.4% | +140.2% |
| All | +236.0% | +66.2% | +169.8% | +140.2% |
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 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