-97.6%
IRE price history and return analytics
+13.1%
-110.7%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -0.5% | -15.3% | -12.2% |
| 7D | -41.9% | -0.1% | -41.8% | -41.5% |
| 30D | -75.1% | -3.1% | -72.0% | -65.5% |
| 3M | -82.4% | -3.5% | -78.9% | -73.9% |
| 6M | -95.5% | +0.5% | -96.0% | -94.2% |
| YTD | -93.1% | +10.8% | -103.8% | -94.5% |
| 1Y | -97.8% | +11.9% | -109.7% | -98.3% |
| All | -97.6% | +13.1% | -110.7% | -98.3% |
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