-10.0%
IZRL vs VT
+11.9%
-21.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | +0.3% | +2.4% | -2.0% | -2.2% |
| 30D | -6.5% | -1.5% | -5.0% | -4.8% |
| 3M | -14.6% | -4.1% | -10.5% | -10.5% |
| 6M | -15.5% | +0.6% | -16.1% | -15.5% |
| YTD | -14.0% | +11.0% | -25.0% | -22.6% |
| 1Y | -10.0% | +13.3% | -23.4% | -21.1% |
| All | -10.0% | +11.9% | -21.9% | -21.1% |
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