-80.5%
IREX price history and return analytics
+17.0%
-97.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.6% | -6.3% | -2.0% |
| 7D | +29.3% | -0.1% | +29.5% | +30.9% |
| 30D | +26.1% | -0.7% | +26.8% | +37.0% |
| 3M | -50.4% | +4.0% | -54.4% | -57.4% |
| 6M | -29.4% | +12.3% | -41.7% | -57.2% |
| YTD | -44.5% | +14.0% | -58.6% | -67.1% |
| All | -80.5% | +17.0% | -97.5% | -89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling