-95.9%
IRE vs VT
+13.3%
-109.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.4% | 0.0% | +22.4% | +22.2% |
| 7D | -23.9% | -1.6% | -22.3% | -11.3% |
| 30D | -70.1% | -2.5% | -67.6% | -60.1% |
| 3M | -71.9% | -1.3% | -70.6% | -64.5% |
| 6M | -86.8% | +3.1% | -89.8% | -85.2% |
| YTD | -88.0% | +10.9% | -99.0% | -90.6% |
| 1Y | -97.1% | +12.1% | -109.2% | -97.8% |
| All | -95.9% | +13.3% | -109.2% | -97.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling