-79.1%
IREX price history and return analytics
+17.7%
-96.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.5% | +10.4% | +13.8% |
| 7D | +59.3% | +1.0% | +58.3% | +47.8% |
| 30D | +19.1% | -0.2% | +19.3% | +25.0% |
| 3M | -56.1% | +4.5% | -60.6% | -63.8% |
| 6M | -15.6% | +14.1% | -29.7% | -54.9% |
| YTD | -40.4% | +14.8% | -55.1% | -66.5% |
| All | -79.1% | +17.7% | -96.8% | -89.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling