-97.7%
IRE vs VEU
+17.0%
-114.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +2.0% | -25.2% | -34.6% |
| 7D | -46.8% | +0.2% | -47.0% | -49.4% |
| 30D | -75.5% | -2.1% | -73.4% | -71.8% |
| 3M | -79.4% | -2.7% | -76.7% | -74.4% |
| 6M | -91.3% | +3.2% | -94.5% | -90.3% |
| YTD | -90.8% | +12.6% | -103.4% | -93.4% |
| 1Y | -97.7% | +17.1% | -114.8% | -98.6% |
| All | -97.7% | +17.0% | -114.7% | -98.6% |
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