-98.0%
IRE vs VEU
+14.5%
-112.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.4% | -0.1% | -14.3% | -14.0% |
| 7D | -31.8% | +2.1% | -33.9% | -39.9% |
| 30D | -71.8% | -0.9% | -70.8% | -68.6% |
| 3M | -88.9% | -5.4% | -83.5% | -82.9% |
| 6M | -95.4% | -1.8% | -93.6% | -93.1% |
| YTD | -94.2% | +10.9% | -105.2% | -95.3% |
| 1Y | -97.1% | +13.6% | -110.7% | -97.8% |
| All | -98.0% | +14.5% | -112.5% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling