-83.2%
IRE vs VIG
+11.3%
-94.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.5% | -6.3% | -3.8% |
| 7D | +29.0% | -1.2% | +30.2% | +37.3% |
| 30D | +24.2% | -2.8% | +27.1% | +45.5% |
| 3M | -53.2% | +2.5% | -55.6% | -61.0% |
| 6M | -36.0% | +8.1% | -44.1% | -58.7% |
| YTD | -51.0% | +9.6% | -60.6% | -70.4% |
| All | -83.2% | +11.3% | -94.5% | -90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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