-90.2%
IREZ price history and return analytics
+11.6%
-101.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | -0.5% | -9.5% | -13.9% |
| 7D | -41.4% | +1.0% | -42.4% | -36.2% |
| 30D | -36.2% | -0.2% | -36.0% | -35.4% |
| 3M | -52.1% | +4.5% | -56.6% | -6.9% |
| 6M | -91.5% | +14.1% | -105.6% | -66.7% |
| All | -90.2% | +11.6% | -101.9% | -62.0% |
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