-97.3%
IREX vs VT
+15.2%
-112.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.5% | +1.7% | -24.2% | -35.5% |
| 7D | -46.3% | -0.3% | -46.0% | -46.5% |
| 30D | -75.0% | -1.4% | -73.6% | -70.8% |
| 3M | -78.3% | -1.4% | -76.9% | -73.9% |
| 6M | -90.3% | +5.5% | -95.8% | -91.2% |
| YTD | -89.3% | +12.8% | -102.1% | -92.8% |
| 1Y | -97.3% | +15.4% | -112.7% | -98.4% |
| All | -97.3% | +15.2% | -112.5% | -98.4% |
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