+428.5%
IYF price history and return analytics
+371.8%
+56.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.9% |
| 7D | +0.5% | +1.0% | -0.5% | -0.6% |
| 30D | -0.6% | -0.2% | -0.3% | -0.3% |
| 3M | +9.8% | +4.5% | +5.2% | +4.1% |
| 6M | +14.1% | +14.1% | +0.1% | -2.4% |
| YTD | +6.4% | +14.8% | -8.4% | -9.7% |
| 1Y | +11.1% | +21.2% | -10.1% | -11.5% |
| 3Y | +85.8% | +76.6% | +9.3% | -4.0% |
| 5Y | +75.5% | +66.6% | +8.9% | -3.4% |
| 10Y | +249.2% | +222.3% | +26.9% | -10.2% |
| All | +428.5% | +371.8% | +56.7% | +5.0% |
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 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