+91.9%
IETC vs VT
+66.2%
+25.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.7% |
| 7D | +2.7% | +1.0% | +1.7% | +1.3% |
| 30D | -0.2% | -0.2% | 0.0% | +0.1% |
| 3M | +1.5% | +4.5% | -3.0% | -4.1% |
| 6M | +18.2% | +14.1% | +4.2% | -0.8% |
| YTD | +8.5% | +14.8% | -6.2% | -9.7% |
| 1Y | +11.0% | +21.2% | -10.2% | -14.1% |
| 3Y | +97.9% | +76.6% | +21.4% | -7.0% |
| 5Y | +91.9% | +66.6% | +25.4% | +0.7% |
| All | +91.9% | +66.2% | +25.7% | +0.7% |
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