+56.6%
IYE vs VT
+74.2%
-17.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.1% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | +7.7% | -0.7% | +8.4% | +8.0% |
| 3M | +13.9% | +4.0% | +9.9% | +11.2% |
| 6M | +17.0% | +12.3% | +4.7% | +8.4% |
| YTD | +46.5% | +14.0% | +32.4% | +33.9% |
| 1Y | +51.5% | +20.3% | +31.2% | +32.5% |
| All | +56.6% | +74.2% | -17.6% | +5.7% |
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