-41.7%
IE vs VT
+12.5%
-54.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.5% | -6.8% | -5.7% |
| 7D | -0.5% | -0.1% | -0.4% | +0.1% |
| 30D | -24.8% | -3.1% | -21.8% | -15.4% |
| 3M | -30.4% | -3.5% | -26.9% | -19.8% |
| 6M | -44.9% | +0.5% | -45.4% | -42.6% |
| YTD | -52.1% | +10.8% | -62.8% | -61.6% |
| 1Y | -41.7% | +11.9% | -53.6% | -54.5% |
| All | -41.7% | +12.5% | -54.2% | -54.5% |
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