-96.5%
IREX vs VT
+11.9%
-108.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.4% | -0.3% | -13.1% | -11.2% |
| 7D | -30.8% | +2.4% | -33.1% | -42.2% |
| 30D | -71.1% | -1.5% | -69.6% | -64.8% |
| 3M | -88.3% | -4.1% | -84.1% | -81.6% |
| 6M | -94.8% | +0.6% | -95.3% | -93.1% |
| YTD | -93.2% | +11.0% | -104.2% | -94.1% |
| 1Y | -96.5% | +13.3% | -109.8% | -97.2% |
| All | -96.5% | +11.9% | -108.4% | -97.2% |
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