+16.3%
VEA vs IP
-4.7%
+21.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +1.0% |
| 7D | -1.3% | -2.8% | +1.5% | -0.8% |
| 30D | 0.0% | +9.2% | -9.2% | -1.6% |
| 3M | -3.6% | -16.1% | +12.6% | -0.8% |
| 6M | -0.5% | +9.6% | -10.1% | -2.9% |
| YTD | +13.0% | -8.8% | +21.8% | +13.6% |
| 1Y | +16.3% | -5.5% | +21.8% | +15.9% |
| All | +16.3% | -4.7% | +21.0% | +15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling