+55.8%
IYJ vs VT
+76.6%
-20.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | +0.7% | +1.0% | -0.3% | -0.3% |
| 30D | -5.0% | -0.2% | -4.8% | -4.8% |
| 3M | +2.2% | +4.5% | -2.3% | -2.2% |
| 6M | +3.9% | +14.1% | -10.2% | -9.1% |
| YTD | +8.2% | +14.8% | -6.5% | -5.9% |
| 1Y | +10.9% | +21.2% | -10.3% | -8.7% |
| 3Y | +55.8% | +76.6% | -20.7% | -12.3% |
| All | +55.8% | +76.6% | -20.8% | -12.3% |
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 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