+213.4%
IYM price history and return analytics
+368.8%
-155.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | +0.3% |
| 7D | -1.0% | -0.1% | -0.9% | -0.9% |
| 30D | -0.3% | -0.7% | +0.3% | +0.4% |
| 3M | +4.1% | +4.0% | +0.1% | -0.4% |
| 6M | +7.7% | +12.3% | -4.6% | -5.4% |
| YTD | +24.1% | +14.0% | +10.1% | +7.2% |
| 1Y | +31.1% | +20.3% | +10.8% | +6.8% |
| 3Y | +51.9% | +75.4% | -23.6% | -19.0% |
| 5Y | +57.9% | +66.0% | -8.1% | -10.4% |
| 10Y | +188.8% | +228.2% | -39.4% | -23.2% |
| All | +213.4% | +368.8% | -155.4% | -46.2% |
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