+525.5%
IYJ price history and return analytics
+368.8%
+156.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -0.7% |
| 7D | -1.1% | -0.1% | -0.9% | -0.9% |
| 30D | -5.9% | -0.7% | -5.2% | -5.3% |
| 3M | -0.5% | +4.0% | -4.5% | -4.2% |
| 6M | +2.1% | +12.3% | -10.2% | -8.9% |
| YTD | +6.8% | +14.0% | -7.3% | -6.1% |
| 1Y | +10.3% | +20.3% | -10.0% | -7.9% |
| 3Y | +53.7% | +75.4% | -21.7% | -10.8% |
| 5Y | +47.0% | +66.0% | -19.0% | -9.8% |
| 10Y | +216.3% | +228.2% | -11.9% | +4.3% |
| All | +525.5% | +368.8% | +156.7% | +52.6% |
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