+462.8%
IJS price history and return analytics
+374.2%
+88.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | 0.0% | +0.4% | -0.4% | -0.5% |
| 30D | -0.9% | +1.0% | -1.8% | -1.8% |
| 3M | +4.2% | +2.4% | +1.9% | +1.5% |
| 6M | +12.3% | +12.0% | +0.3% | -0.5% |
| YTD | +21.6% | +15.3% | +6.3% | +4.6% |
| 1Y | +26.4% | +22.6% | +3.8% | +2.2% |
| 3Y | +49.2% | +74.7% | -25.5% | -15.2% |
| 5Y | +45.7% | +66.1% | -20.5% | -12.8% |
| 10Y | +156.1% | +225.0% | -68.9% | -20.6% |
| All | +462.8% | +374.2% | +88.6% | +22.3% |
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