-97.6%
IRE vs VEU
+14.5%
-112.1%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -0.7% | -15.1% | -11.9% |
| 7D | -41.9% | +0.5% | -42.4% | -43.2% |
| 30D | -75.1% | -2.3% | -72.8% | -69.7% |
| 3M | -82.4% | -4.4% | -78.0% | -74.6% |
| 6M | -95.5% | -2.2% | -93.4% | -93.3% |
| YTD | -93.1% | +10.9% | -104.0% | -94.4% |
| 1Y | -97.8% | +13.4% | -111.2% | -98.3% |
| All | -97.6% | +14.5% | -112.1% | -98.3% |
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