+500.6%
IJR price history and return analytics
+368.8%
+131.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.4% |
| 7D | -1.1% | -0.1% | -1.0% | -1.0% |
| 30D | -3.6% | -0.7% | -2.9% | -3.0% |
| 3M | +2.3% | +4.0% | -1.7% | -1.8% |
| 6M | +14.3% | +12.3% | +2.1% | +1.4% |
| YTD | +19.3% | +14.0% | +5.3% | +4.1% |
| 1Y | +22.6% | +20.3% | +2.3% | +1.4% |
| 3Y | +53.5% | +75.4% | -21.9% | -12.5% |
| 5Y | +39.9% | +66.0% | -26.0% | -15.3% |
| 10Y | +172.1% | +228.2% | -56.1% | -13.1% |
| All | +500.6% | +368.8% | +131.8% | +37.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling