-36.0%
IREG price history and return analytics
+15.8%
-51.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.5% | +10.5% | +14.0% |
| 7D | +59.1% | +1.0% | +58.1% | +47.4% |
| 30D | +18.7% | -0.2% | +19.0% | +24.6% |
| 3M | -55.7% | +4.5% | -60.2% | -63.6% |
| 6M | -13.7% | +14.1% | -27.8% | -53.4% |
| YTD | -38.2% | +14.8% | -53.0% | -69.3% |
| All | -36.0% | +15.8% | -51.8% | -72.1% |
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