+5.7%
IFEB vs VT
+11.9%
-6.3%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +1.1% | +2.4% | -1.3% | -0.2% |
| 30D | +0.8% | -1.5% | +2.3% | +1.6% |
| 3M | -2.4% | -4.1% | +1.8% | -0.3% |
| 6M | +1.4% | +0.6% | +0.9% | +0.9% |
| YTD | +3.9% | +11.0% | -7.1% | -2.2% |
| 1Y | +5.7% | +13.3% | -7.7% | -1.4% |
| All | +5.7% | +11.9% | -6.3% | -1.4% |
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