+17.0%
IEFA vs VIG
+19.5%
-2.5%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.1% | +0.4% | 0.0% |
| 7D | +1.9% | +2.7% | -0.9% | -1.3% |
| 30D | +1.4% | +7.0% | -5.6% | -6.4% |
| 3M | -1.4% | +4.0% | -5.4% | -5.9% |
| 6M | +6.3% | +12.3% | -6.0% | -7.7% |
| YTD | +11.9% | +16.4% | -4.5% | -6.9% |
| 1Y | +17.0% | +19.2% | -2.3% | -5.3% |
| All | +17.0% | +19.5% | -2.5% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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