+55.1%
IZRL price history and return analytics
+161.8%
-106.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.4% |
| 7D | -2.4% | -1.1% | -1.3% | -1.3% |
| 30D | -3.6% | -1.0% | -2.7% | -2.6% |
| 3M | -5.8% | +3.2% | -9.0% | -8.8% |
| 6M | +1.2% | +12.5% | -11.3% | -10.3% |
| YTD | -4.4% | +14.1% | -18.5% | -16.5% |
| 1Y | +1.7% | +18.9% | -17.2% | -14.8% |
| 3Y | +55.4% | +74.1% | -18.7% | -11.3% |
| 5Y | -3.0% | +66.9% | -69.8% | -41.8% |
| All | +55.1% | +161.8% | -106.7% | -42.2% |
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 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