+334.3%
IRS price history and return analytics
+65.7%
+268.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +3.0% | +3.0% |
| 7D | +1.1% | -0.1% | +1.2% | +1.2% |
| 30D | +4.1% | -0.7% | +4.8% | +4.8% |
| 3M | -0.8% | +4.0% | -4.8% | -4.9% |
| 6M | +3.8% | +12.3% | -8.5% | -8.5% |
| YTD | -6.5% | +14.0% | -20.6% | -18.6% |
| 1Y | +23.7% | +20.3% | +3.4% | +1.9% |
| 3Y | +179.5% | +75.4% | +104.0% | +60.1% |
| 5Y | +334.3% | +66.0% | +268.4% | +158.3% |
| All | +334.3% | +65.7% | +268.7% | +158.3% |
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