-94.8%
IRD price history and return analytics
+217.6%
-312.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.1% |
| 7D | +7.6% | -0.1% | +7.8% | +7.9% |
| 30D | -9.0% | -3.1% | -6.0% | -6.3% |
| 3M | +15.6% | -3.5% | +19.1% | +19.4% |
| 6M | -15.2% | +0.5% | -15.7% | -15.3% |
| YTD | +110.4% | +10.8% | +99.7% | +93.8% |
| 1Y | +114.7% | +11.9% | +102.8% | +96.2% |
| 3Y | +49.5% | +73.0% | -23.5% | -3.4% |
| 5Y | +4.7% | +58.6% | -53.9% | -28.0% |
| 10Y | -94.8% | +219.2% | -314.0% | -97.8% |
| All | -94.8% | +217.6% | -312.5% | -97.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling