-92.2%
IREG vs VT
+9.2%
-101.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -33.6% | -4.1% | -29.5% | -1.9% |
| 7D | -56.5% | -4.2% | -52.3% | -37.3% |
| 30D | -83.9% | -5.8% | -78.1% | -71.4% |
| 3M | -83.9% | -5.2% | -78.7% | -71.8% |
| 6M | -94.5% | +0.1% | -94.7% | -92.3% |
| YTD | -92.5% | +8.2% | -100.8% | -93.5% |
| All | -92.2% | +9.2% | -101.5% | -94.1% |
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 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