-83.2%
IRE vs VEU
+20.5%
-103.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.8% | -6.0% | -2.1% |
| 7D | +29.0% | +0.3% | +28.7% | +27.5% |
| 30D | +24.2% | +0.7% | +23.6% | +24.5% |
| 3M | -53.2% | +4.7% | -57.8% | -57.9% |
| 6M | -36.0% | +11.6% | -47.7% | -51.9% |
| YTD | -51.0% | +16.8% | -67.8% | -72.4% |
| All | -83.2% | +20.5% | -103.7% | -91.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling