-49.7%
IRON price history and return analytics
+65.7%
-115.4%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | -4.4% | -0.1% | -4.3% | -4.3% |
| 30D | -2.3% | -0.7% | -1.6% | -1.6% |
| 3M | +12.0% | +4.0% | +8.0% | +7.3% |
| 6M | +19.1% | +12.3% | +6.8% | +5.8% |
| YTD | -3.7% | +14.0% | -17.7% | -16.1% |
| 1Y | +26.8% | +20.3% | +6.5% | +4.3% |
| 3Y | +48.8% | +75.4% | -26.6% | -13.8% |
| 5Y | -49.7% | +66.0% | -115.7% | -63.4% |
| All | -49.7% | +65.7% | -115.4% | -63.4% |
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 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