+25.7%
IFEB vs VT
+58.2%
-32.5%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +0.5% |
| 7D | +1.0% | +0.4% | +0.6% | +0.7% |
| 30D | +1.2% | -2.6% | +3.8% | +2.6% |
| 3M | -1.5% | -3.2% | +1.7% | +0.1% |
| 6M | +2.1% | +0.9% | +1.1% | +1.4% |
| YTD | +4.7% | +11.3% | -6.6% | -1.3% |
| 1Y | +6.9% | +14.0% | -7.1% | -0.4% |
| All | +25.7% | +58.2% | -32.5% | -2.3% |
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