+132.1%
IRS price history and return analytics
+360.7%
-228.6%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.7% |
| 7D | +2.5% | -0.7% | +3.2% | +3.1% |
| 30D | -8.0% | -1.7% | -6.3% | -6.7% |
| 3M | -12.7% | -2.3% | -10.3% | -10.9% |
| 6M | -9.2% | +1.5% | -10.7% | -10.1% |
| YTD | -23.2% | +12.0% | -35.3% | -29.6% |
| 1Y | -17.6% | +12.9% | -30.5% | -25.0% |
| 3Y | +156.0% | +74.9% | +81.0% | +66.2% |
| 5Y | +254.5% | +59.9% | +194.6% | +146.9% |
| 10Y | +7.1% | +224.6% | -217.5% | -55.9% |
| All | +132.1% | +360.7% | -228.6% | -20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling