+219.1%
IUS vs VT
+138.9%
+80.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.2% | +0.6% |
| 7D | -1.5% | -4.2% | +2.6% | +2.0% |
| 30D | +0.7% | -5.8% | +6.5% | +5.8% |
| 3M | +0.8% | -5.2% | +6.0% | +5.4% |
| 6M | +10.3% | +0.1% | +10.2% | +9.7% |
| YTD | +22.9% | +8.2% | +14.6% | +14.0% |
| 1Y | +26.2% | +10.1% | +16.0% | +15.3% |
| 3Y | +81.5% | +69.7% | +11.8% | +13.8% |
| 5Y | +90.3% | +53.4% | +36.9% | +29.5% |
| All | +219.1% | +138.9% | +80.2% | +51.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling