+3,313.2%
V vs IEF
+57.0%
+3,256.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | -0.5% |
| 7D | +0.6% | -0.2% | +0.8% | +0.5% |
| 30D | +9.7% | +1.8% | +7.9% | +11.3% |
| 3M | +17.3% | -1.2% | +18.5% | +16.1% |
| 6M | +33.2% | -2.5% | +35.7% | +30.4% |
| YTD | +21.3% | -2.5% | +23.8% | +18.8% |
| 1Y | +27.3% | -2.3% | +29.6% | +24.9% |
| 3Y | +76.1% | +11.3% | +64.8% | +93.7% |
| 5Y | +103.5% | -7.6% | +111.0% | +78.7% |
| 10Y | +454.5% | +7.3% | +447.2% | +495.1% |
| All | +3,313.2% | +57.0% | +3,256.1% | +7,514.9% |
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