+258.1%
IRS price history and return analytics
+57.5%
+200.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -1.6% |
| 7D | +3.0% | -0.1% | +3.1% | +3.0% |
| 30D | -6.3% | -3.1% | -3.2% | -3.2% |
| 3M | -13.8% | -3.5% | -10.3% | -10.5% |
| 6M | -8.2% | +0.5% | -8.6% | -8.6% |
| YTD | -22.6% | +10.8% | -33.4% | -30.3% |
| 1Y | -15.0% | +11.9% | -26.8% | -24.3% |
| 3Y | +158.0% | +73.0% | +85.0% | +52.7% |
| 5Y | +258.1% | +58.6% | +199.5% | +106.4% |
| All | +258.1% | +57.5% | +200.5% | +106.4% |
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