+429.3%
IYF price history and return analytics
+356.5%
+72.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | +2.9% | +2.4% | +0.6% | +0.2% |
| 30D | +7.1% | -1.5% | +8.6% | +8.8% |
| 3M | -1.6% | -4.1% | +2.5% | +2.9% |
| 6M | +12.3% | +0.6% | +11.7% | +10.7% |
| YTD | +6.5% | +11.0% | -4.5% | -6.4% |
| 1Y | +10.8% | +13.3% | -2.5% | -4.9% |
| 3Y | +86.9% | +73.4% | +13.5% | -1.8% |
| 5Y | +64.9% | +57.4% | +7.5% | -3.4% |
| 10Y | +236.5% | +221.7% | +14.8% | -13.5% |
| All | +429.3% | +356.5% | +72.7% | +8.9% |
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