-95.7%
IRIX price history and return analytics
+221.8%
-317.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.5% |
| 7D | +4.5% | +2.4% | +2.2% | +2.2% |
| 30D | -15.9% | -1.5% | -14.4% | -14.6% |
| 3M | -15.9% | -4.1% | -11.7% | -12.8% |
| 6M | -33.0% | +0.6% | -33.6% | -33.9% |
| YTD | -39.5% | +11.0% | -50.5% | -45.8% |
| 1Y | -22.5% | +13.3% | -35.8% | -31.8% |
| 3Y | -66.3% | +73.4% | -139.7% | -80.2% |
| 5Y | -91.4% | +57.4% | -148.9% | -94.5% |
| All | -95.7% | +221.8% | -317.4% | -98.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling