-41.8%
IREG vs VT
+16.4%
-58.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | 0.0% | +14.3% | +14.5% |
| 7D | +55.5% | +0.4% | +55.1% | +50.8% |
| 30D | +20.5% | +1.0% | +19.6% | +16.6% |
| 3M | -64.1% | +2.4% | -66.5% | -64.4% |
| 6M | -45.6% | +12.0% | -57.6% | -63.7% |
| YTD | -43.9% | +15.3% | -59.2% | -73.1% |
| All | -41.8% | +16.4% | -58.2% | -75.5% |
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