-81.0%
IREX price history and return analytics
+18.3%
-99.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.8% | 0.0% | +14.8% | +14.9% |
| 7D | +56.1% | +0.4% | +55.7% | +51.5% |
| 30D | +20.7% | +1.0% | +19.7% | +16.8% |
| 3M | -64.6% | +2.4% | -67.0% | -64.8% |
| 6M | -47.0% | +12.0% | -59.0% | -65.9% |
| YTD | -45.8% | +15.3% | -61.1% | -70.5% |
| All | -81.0% | +18.3% | -99.2% | -90.6% |
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