+29.3%
VEA vs IEF
-0.2%
+29.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | +1.0% | -0.3% | +1.2% | +1.5% |
| 30D | +1.9% | -0.8% | +2.7% | +3.3% |
| 3M | +3.2% | -1.0% | +4.2% | +4.9% |
| 6M | +10.2% | -2.8% | +13.0% | +13.6% |
| YTD | +18.9% | -1.5% | +20.4% | +22.4% |
| 1Y | +29.3% | -0.4% | +29.8% | +33.0% |
| All | +29.3% | -0.2% | +29.6% | +33.0% |
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