-49.9%
IEP vs VT
+74.1%
-124.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | +0.4% |
| 7D | -6.0% | +0.4% | -6.4% | -6.2% |
| 30D | -26.1% | -2.6% | -23.5% | -24.8% |
| 3M | -30.3% | -3.2% | -27.1% | -28.8% |
| 6M | -30.9% | +0.9% | -31.9% | -31.7% |
| YTD | -21.8% | +11.3% | -33.1% | -28.4% |
| 1Y | -29.3% | +14.0% | -43.3% | -36.5% |
| 3Y | -49.9% | +75.8% | -125.7% | -67.8% |
| All | -49.9% | +74.1% | -124.0% | -67.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling