+160.8%
VEA vs IP
+23.2%
+137.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | -0.2% |
| 7D | +1.0% | -5.3% | +6.2% | +2.5% |
| 30D | +1.9% | -10.9% | +12.8% | +5.1% |
| 3M | +3.2% | +11.2% | -8.0% | -0.7% |
| 6M | +10.2% | -10.2% | +20.5% | +12.1% |
| YTD | +18.9% | -2.0% | +20.9% | +17.3% |
| 1Y | +29.3% | -19.1% | +48.4% | +34.2% |
| 3Y | +76.8% | +20.9% | +55.9% | +54.4% |
| 5Y | +61.2% | -17.8% | +79.0% | +58.6% |
| All | +160.8% | +23.2% | +137.6% | +108.7% |
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