+23.4%
IFEB vs VT
+54.2%
-30.7%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.5% |
| 7D | -0.6% | -2.3% | +1.8% | +0.6% |
| 30D | -0.5% | -5.0% | +4.4% | +2.1% |
| 3M | -2.7% | -4.9% | +2.2% | -0.2% |
| 6M | -0.3% | -1.5% | +1.3% | +0.4% |
| YTD | +2.8% | +8.5% | -5.7% | -1.8% |
| 1Y | +5.2% | +11.4% | -6.2% | -0.8% |
| All | +23.4% | +54.2% | -30.7% | -2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling