+61.1%
IDE vs VT
+60.6%
+0.5%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | -0.3% |
| 7D | +1.9% | -0.3% | +2.2% | +2.1% |
| 30D | +1.6% | -1.4% | +3.1% | +2.7% |
| 3M | -7.5% | -1.4% | -6.1% | -6.5% |
| 6M | -7.6% | +5.5% | -13.1% | -11.4% |
| YTD | +4.2% | +12.8% | -8.7% | -5.1% |
| 1Y | +9.3% | +15.4% | -6.1% | -2.2% |
| 3Y | +73.9% | +76.9% | -2.9% | +11.7% |
| 5Y | +61.1% | +60.4% | +0.7% | +11.2% |
| All | +61.1% | +60.6% | +0.5% | +11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling