-82.0%
IRE vs VEU
+21.5%
-103.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | -0.4% | +10.6% | +12.7% |
| 7D | +58.9% | +1.7% | +57.2% | +45.0% |
| 30D | +17.2% | +1.0% | +16.2% | +15.2% |
| 3M | -58.6% | +5.6% | -64.2% | -64.9% |
| 6M | -23.5% | +13.7% | -37.1% | -48.5% |
| YTD | -47.4% | +17.7% | -65.2% | -71.8% |
| All | -82.0% | +21.5% | -103.5% | -91.4% |
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