-95.1%
IRD price history and return analytics
+221.8%
-316.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.7% |
| 7D | -4.8% | +2.4% | -7.1% | -6.7% |
| 30D | -2.9% | -1.5% | -1.4% | -1.3% |
| 3M | +7.0% | -4.1% | +11.1% | +11.2% |
| 6M | -20.9% | +0.6% | -21.4% | -21.0% |
| YTD | +98.0% | +11.0% | +87.0% | +82.0% |
| 1Y | +115.1% | +13.3% | +101.8% | +94.5% |
| 3Y | +38.2% | +73.4% | -35.2% | -10.8% |
| 5Y | -0.5% | +57.4% | -57.9% | -31.3% |
| All | -95.1% | +221.8% | -316.9% | -97.9% |
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