-48.2%
IE vs VT
+11.9%
-60.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.6% | -6.5% | -5.0% |
| 7D | -1.1% | +2.9% | -4.0% | -9.8% |
| 30D | -21.5% | -2.5% | -19.0% | -13.4% |
| 3M | -34.8% | -3.3% | -31.5% | -25.4% |
| 6M | -52.4% | +1.5% | -54.0% | -52.1% |
| YTD | -56.5% | +11.4% | -67.9% | -65.8% |
| 1Y | -48.2% | +11.9% | -60.1% | -59.6% |
| All | -48.2% | +11.9% | -60.1% | -59.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling