+207.4%
IYE vs VT
+63.7%
+143.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | +0.1% |
| 7D | +0.4% | -2.0% | +2.3% | +1.7% |
| 30D | +6.1% | -1.4% | +7.5% | +7.0% |
| 3M | +11.8% | +4.7% | +7.1% | +7.8% |
| 6M | +17.9% | +11.4% | +6.6% | +7.9% |
| YTD | +45.8% | +13.1% | +32.8% | +31.6% |
| 1Y | +48.3% | +19.0% | +29.3% | +28.2% |
| 3Y | +53.9% | +73.9% | -20.0% | -2.6% |
| 5Y | +207.4% | +65.4% | +142.0% | +102.5% |
| All | +207.4% | +63.7% | +143.7% | +102.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling