+40.0%
IIF price history and return analytics
+69.4%
-29.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.1% | +4.5% | +2.7% |
| 7D | +5.3% | -4.2% | +9.5% | +7.7% |
| 30D | +5.5% | -5.8% | +11.3% | +8.9% |
| 3M | -3.8% | -5.2% | +1.5% | -1.0% |
| 6M | +2.1% | +0.1% | +2.0% | +1.8% |
| YTD | -10.2% | +8.2% | -18.4% | -14.3% |
| 1Y | -11.1% | +10.1% | -21.3% | -15.9% |
| All | +40.0% | +69.4% | -29.3% | +4.8% |
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