+156.9%
VEA vs IP
+24.7%
+132.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.4% | -0.4% |
| 7D | 0.0% | 0.0% | 0.0% | 0.0% |
| 30D | -1.4% | +9.4% | -10.8% | -4.0% |
| 3M | -4.1% | -14.1% | +10.0% | -0.3% |
| 6M | -1.3% | +9.2% | -10.5% | -4.9% |
| YTD | +12.1% | -7.5% | +19.6% | +12.1% |
| 1Y | +16.1% | -2.8% | +18.9% | +14.2% |
| 3Y | +73.0% | +21.2% | +51.8% | +50.0% |
| 5Y | +55.1% | -11.5% | +66.6% | +47.9% |
| 10Y | +156.9% | +23.7% | +133.3% | +104.6% |
| All | +156.9% | +24.7% | +132.2% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling