+0.5%
IEI vs VT
+66.2%
-65.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | 0.0% | +1.0% | -1.0% | 0.0% |
| 30D | -0.5% | -0.2% | -0.3% | -0.5% |
| 3M | 0.0% | +4.5% | -4.6% | -0.2% |
| 6M | -1.4% | +14.1% | -15.4% | -1.8% |
| YTD | -0.8% | +14.8% | -15.5% | -1.2% |
| 1Y | -0.2% | +21.2% | -21.4% | -0.8% |
| 3Y | +12.2% | +76.6% | -64.4% | +9.8% |
| 5Y | +0.5% | +66.6% | -66.1% | -2.8% |
| All | +0.5% | +66.2% | -65.8% | -2.8% |
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