-40.2%
IREG price history and return analytics
+15.1%
-55.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.6% | -5.9% | -1.5% |
| 7D | +29.3% | -0.1% | +29.4% | +30.9% |
| 30D | +26.6% | -0.7% | +27.2% | +37.5% |
| 3M | -50.1% | +4.0% | -54.1% | -57.2% |
| 6M | -27.5% | +12.3% | -39.8% | -55.1% |
| YTD | -42.3% | +14.0% | -56.3% | -69.8% |
| All | -40.2% | +15.1% | -55.2% | -72.5% |
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