+216.8%
IYR price history and return analytics
+356.5%
-139.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | +0.6% | +2.4% | -1.8% | -1.8% |
| 30D | +6.6% | -1.5% | +8.1% | +8.0% |
| 3M | -1.8% | -4.1% | +2.3% | +2.2% |
| 6M | +1.4% | +0.6% | +0.9% | -0.1% |
| YTD | +10.5% | +11.0% | -0.5% | -2.3% |
| 1Y | +10.6% | +13.3% | -2.7% | -4.3% |
| 3Y | +41.8% | +73.4% | -31.6% | -22.6% |
| 5Y | +6.0% | +57.4% | -51.4% | -36.3% |
| 10Y | +86.7% | +221.7% | -135.0% | -49.9% |
| All | +216.8% | +356.5% | -139.7% | -44.0% |
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