+27.3%
IRS price history and return analytics
+229.8%
-202.5%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.1% |
| 7D | +2.5% | -1.1% | +3.6% | +3.6% |
| 30D | +6.1% | -1.0% | +7.1% | +7.1% |
| 3M | -8.0% | +3.2% | -11.2% | -10.9% |
| 6M | +1.6% | +12.5% | -10.8% | -9.3% |
| YTD | -6.0% | +14.1% | -20.1% | -17.0% |
| 1Y | +23.7% | +18.9% | +4.8% | +5.2% |
| 3Y | +172.7% | +74.1% | +98.6% | +64.6% |
| 5Y | +353.0% | +66.9% | +286.2% | +183.2% |
| All | +27.3% | +229.8% | -202.5% | -55.0% |
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 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