+27.3%
V vs IRE
-98.1%
+125.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -15.8% | +16.0% | -0.1% |
| 7D | +0.6% | -41.9% | +42.5% | -0.3% |
| 30D | +9.7% | -75.1% | +84.8% | +7.2% |
| 3M | +17.3% | -82.4% | +99.7% | +14.2% |
| 6M | +33.2% | -95.5% | +128.7% | +28.2% |
| YTD | +21.3% | -93.1% | +114.4% | +17.9% |
| 1Y | +27.3% | -97.8% | +125.1% | +22.8% |
| All | +27.3% | -98.1% | +125.5% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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