-83.7%
IRE vs VEU
+22.0%
-105.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +0.5% | +13.4% | +10.7% |
| 7D | +54.8% | +1.1% | +53.6% | +45.8% |
| 30D | +18.4% | +2.2% | +16.2% | +9.7% |
| 3M | -66.7% | +3.0% | -69.7% | -66.5% |
| 6M | -52.3% | +10.9% | -63.2% | -61.3% |
| YTD | -52.3% | +18.2% | -70.5% | -75.0% |
| All | -83.7% | +22.0% | -105.6% | -92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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