+65.6%
IYR price history and return analytics
+226.9%
-161.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.2% |
| 7D | -2.8% | -2.0% | -0.8% | -1.1% |
| 30D | -2.5% | -1.4% | -1.1% | -1.3% |
| 3M | -3.0% | +4.7% | -7.7% | -7.1% |
| 6M | +1.6% | +11.4% | -9.7% | -8.2% |
| YTD | +7.3% | +13.1% | -5.8% | -4.5% |
| 1Y | +5.6% | +19.0% | -13.4% | -10.4% |
| 3Y | +28.1% | +73.9% | -45.8% | -23.6% |
| 5Y | +6.1% | +65.4% | -59.3% | -34.1% |
| All | +65.6% | +226.9% | -161.2% | -42.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling