-97.7%
IRE price history and return analytics
+15.2%
-112.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +1.7% | -24.9% | -36.2% |
| 7D | -46.8% | -0.3% | -46.5% | -47.1% |
| 30D | -75.5% | -1.4% | -74.1% | -71.5% |
| 3M | -79.4% | -1.4% | -78.0% | -75.2% |
| 6M | -91.3% | +5.5% | -96.7% | -92.1% |
| YTD | -90.8% | +12.8% | -103.7% | -93.9% |
| 1Y | -97.7% | +15.4% | -113.1% | -98.7% |
| All | -97.7% | +15.2% | -112.9% | -98.7% |
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