-89.2%
IREZ price history and return analytics
+12.2%
-101.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | 0.0% | -14.9% | -15.0% |
| 7D | -40.1% | +0.4% | -40.6% | -37.5% |
| 30D | -38.5% | +1.0% | -39.5% | -30.4% |
| 3M | -45.6% | +2.4% | -48.0% | -4.6% |
| 6M | -87.1% | +12.0% | -99.1% | -56.2% |
| All | -89.2% | +12.2% | -101.4% | -55.9% |
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