+264.8%
IRD price history and return analytics
+23.3%
+241.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +26.6% | +0.4% | +26.1% | +25.9% |
| 30D | +23.5% | +1.0% | +22.6% | +22.0% |
| 3M | +0.6% | +2.4% | -1.7% | -2.1% |
| 6M | +2.2% | +12.0% | -9.8% | -13.1% |
| YTD | +132.3% | +15.3% | +117.0% | +86.4% |
| 1Y | +264.8% | +22.6% | +242.3% | +141.1% |
| All | +264.8% | +23.3% | +241.5% | +141.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling