-65.9%
IREZ price history and return analytics
+8.0%
-74.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.9% | -0.3% | +14.2% | +11.7% |
| 7D | +35.5% | +2.4% | +33.1% | +60.5% |
| 30D | +67.7% | -1.5% | +69.2% | +61.3% |
| 3M | +172.3% | -4.1% | +176.4% | +122.8% |
| 6M | +10.1% | +0.6% | +9.6% | +91.3% |
| All | -65.9% | +8.0% | -74.0% | +13.9% |
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