+47.2%
IEO vs VT
+10.5%
+36.7%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.2% |
| 7D | -14.2% | -2.3% | -11.8% | -14.9% |
| 30D | -7.4% | -5.0% | -2.5% | -9.3% |
| 3M | +8.6% | -4.9% | +13.5% | +6.5% |
| 6M | +12.1% | -1.5% | +13.7% | +12.1% |
| YTD | +47.2% | +8.5% | +38.7% | +50.4% |
| 1Y | +47.2% | +11.4% | +35.8% | +48.2% |
| All | +47.2% | +10.5% | +36.7% | +48.2% |
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 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