-83.7%
IRE vs VO
+13.8%
-97.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -0.2% | +14.2% | +15.3% |
| 7D | +54.8% | -0.3% | +55.0% | +57.5% |
| 30D | +18.4% | -0.3% | +18.7% | +24.4% |
| 3M | -66.7% | +2.9% | -69.7% | -70.1% |
| 6M | -52.3% | +9.3% | -61.7% | -67.3% |
| YTD | -52.3% | +14.2% | -66.5% | -73.6% |
| All | -83.7% | +13.8% | -97.4% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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