+43.2%
IIF price history and return analytics
+69.7%
-26.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.0% | +2.1% |
| 7D | +7.2% | -2.3% | +9.6% | +8.5% |
| 30D | +8.6% | -5.0% | +13.6% | +11.6% |
| 3M | -1.3% | -4.9% | +3.5% | +1.3% |
| 6M | +2.0% | -1.5% | +3.6% | +2.7% |
| YTD | -8.1% | +8.5% | -16.6% | -12.4% |
| 1Y | -8.0% | +11.4% | -19.4% | -13.5% |
| 3Y | +43.2% | +70.1% | -26.9% | +7.1% |
| All | +43.2% | +69.7% | -26.6% | +7.1% |
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 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