-95.0%
IRD price history and return analytics
+222.7%
-317.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -5.3% |
| 7D | +1.2% | +2.9% | -1.6% | -1.2% |
| 30D | -4.2% | -2.5% | -1.7% | -1.8% |
| 3M | +8.0% | -3.3% | +11.3% | +11.4% |
| 6M | -21.6% | +1.5% | -23.2% | -22.4% |
| YTD | +102.0% | +11.4% | +90.6% | +85.2% |
| 1Y | +111.5% | +11.9% | +99.5% | +93.3% |
| 3Y | +43.5% | +73.9% | -30.4% | -7.6% |
| 5Y | +1.5% | +57.9% | -56.4% | -30.1% |
| All | -95.0% | +222.7% | -317.7% | -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