-95.2%
IRIX price history and return analytics
+223.7%
-318.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +2.6% | +5.0% | +5.1% |
| 7D | -1.4% | +0.4% | -1.8% | -1.5% |
| 30D | -20.2% | -2.6% | -17.6% | -18.1% |
| 3M | -14.5% | -3.2% | -11.2% | -12.0% |
| 6M | -31.1% | +0.9% | -32.0% | -32.1% |
| YTD | -37.7% | +11.3% | -49.0% | -44.2% |
| 1Y | -33.0% | +14.0% | -47.0% | -41.3% |
| 3Y | -66.0% | +75.8% | -141.9% | -80.3% |
| 5Y | -92.1% | +57.8% | -149.9% | -94.9% |
| 10Y | -95.2% | +219.8% | -315.0% | -98.1% |
| All | -95.2% | +223.7% | -318.9% | -98.1% |
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