+55.5%
IZRL price history and return analytics
+161.7%
-106.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | -2.0% | -0.1% | -1.9% | -1.9% |
| 30D | -3.7% | -0.7% | -3.1% | -3.0% |
| 3M | -3.1% | +4.0% | -7.1% | -6.9% |
| 6M | -1.0% | +12.3% | -13.3% | -12.1% |
| YTD | -4.1% | +14.0% | -18.1% | -16.2% |
| 1Y | +2.9% | +20.3% | -17.4% | -14.9% |
| 3Y | +56.2% | +75.4% | -19.2% | -11.6% |
| 5Y | -3.3% | +66.0% | -69.3% | -41.7% |
| All | +55.5% | +161.7% | -106.1% | -42.0% |
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