-76.0%
IRON price history and return analytics
+119.0%
-195.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.3% |
| 7D | -6.6% | -2.0% | -4.6% | -4.7% |
| 30D | -8.7% | -1.4% | -7.3% | -7.4% |
| 3M | +10.2% | +4.7% | +5.5% | +5.2% |
| 6M | +12.0% | +11.4% | +0.7% | +1.1% |
| YTD | -6.6% | +13.1% | -19.7% | -17.3% |
| 1Y | +23.7% | +19.0% | +4.7% | +4.1% |
| 3Y | +44.2% | +73.9% | -29.7% | -12.4% |
| 5Y | -47.2% | +65.4% | -112.6% | -64.8% |
| All | -76.0% | +119.0% | -195.0% | -84.5% |
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