-90.2%
IREG price history and return analytics
+13.1%
-103.3%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.1% | +9.5% | +2.0% |
| 7D | -16.1% | -0.7% | -15.4% | -6.1% |
| 30D | -71.1% | -1.7% | -69.4% | -63.6% |
| 3M | -80.3% | -2.3% | -78.0% | -73.2% |
| 6M | -93.0% | +1.5% | -94.5% | -91.6% |
| YTD | -90.6% | +12.0% | -102.6% | -93.8% |
| All | -90.2% | +13.1% | -103.3% | -94.3% |
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