+29.3%
V vs IEF
-1.9%
+31.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.3% | +3.6% |
| 7D | +9.0% | +0.9% | +8.1% | +8.6% |
| 30D | +18.1% | +3.1% | +15.0% | +17.3% |
| 3M | +18.3% | -1.4% | +19.7% | +18.2% |
| 6M | +34.1% | -1.6% | +35.7% | +33.8% |
| YTD | +25.2% | -2.1% | +27.4% | +24.5% |
| 1Y | +29.3% | -2.0% | +31.3% | +28.4% |
| All | +29.3% | -1.9% | +31.3% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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