+26.4%
V vs IRE
-98.3%
+124.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +39.6% | -39.6% | +0.9% |
| 7D | +2.2% | -27.2% | +29.4% | +1.9% |
| 30D | +13.6% | -75.1% | +88.7% | +11.0% |
| 3M | +14.3% | -77.9% | +92.2% | +11.9% |
| 6M | +33.1% | -94.6% | +127.7% | +28.7% |
| YTD | +21.2% | -91.5% | +112.8% | +18.2% |
| 1Y | +26.4% | -97.8% | +124.3% | +22.6% |
| All | +26.4% | -98.3% | +124.8% | +22.6% |
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