-98.8%
IRE vs VT
+10.7%
-109.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -33.9% | -4.1% | -29.9% | -3.1% |
| 7D | -57.1% | -4.2% | -53.0% | -38.7% |
| 30D | -84.4% | -5.8% | -78.6% | -72.7% |
| 3M | -85.0% | -5.2% | -79.7% | -73.9% |
| 6M | -95.2% | +0.1% | -95.4% | -93.3% |
| YTD | -93.9% | +8.2% | -102.2% | -94.0% |
| 1Y | -98.8% | +10.1% | -109.0% | -98.9% |
| All | -98.8% | +10.7% | -109.5% | -98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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