-2.3%
IRD price history and return analytics
+53.4%
-55.7%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.0% |
| 7D | +13.9% | -2.3% | +16.2% | +17.3% |
| 30D | -5.2% | -5.0% | -0.3% | +0.8% |
| 3M | +12.4% | -4.9% | +17.2% | +19.1% |
| 6M | -20.5% | -1.5% | -19.0% | -19.0% |
| YTD | +108.0% | +8.5% | +99.5% | +90.3% |
| 1Y | +105.9% | +11.4% | +94.5% | +83.1% |
| 3Y | +39.3% | +70.1% | -30.7% | -22.1% |
| All | -2.3% | +53.4% | -55.7% | -36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling