-97.3%
IRE vs VO
+15.0%
-112.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +1.3% | +10.9% | +4.7% |
| 7D | -15.1% | +0.2% | -15.4% | -11.3% |
| 30D | -71.4% | +2.0% | -73.4% | -73.0% |
| 3M | -81.2% | -0.3% | -80.9% | -79.1% |
| 6M | -93.7% | +7.3% | -101.0% | -95.3% |
| YTD | -92.2% | +15.0% | -107.2% | -95.4% |
| 1Y | -97.3% | +14.7% | -112.0% | -98.3% |
| All | -97.3% | +15.0% | -112.2% | -98.3% |
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