+3,297.7%
V vs IEF
+56.2%
+3,241.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -1.3% |
| 7D | -0.4% | -1.9% | +1.6% | -1.9% |
| 30D | +6.3% | +1.1% | +5.2% | +7.2% |
| 3M | +17.2% | -1.9% | +19.1% | +15.2% |
| 6M | +29.2% | -2.4% | +31.6% | +26.6% |
| YTD | +20.8% | -3.0% | +23.8% | +17.7% |
| 1Y | +25.0% | -3.1% | +28.1% | +21.7% |
| 3Y | +75.3% | +10.7% | +64.6% | +92.0% |
| 5Y | +105.8% | -8.0% | +113.8% | +80.2% |
| 10Y | +451.9% | +6.9% | +445.0% | +491.2% |
| All | +3,297.7% | +56.2% | +3,241.6% | +7,446.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling