+73.0%
VEA vs IP
+18.8%
+54.2%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.2% |
| 7D | +2.3% | -0.3% | +2.6% | +2.3% |
| 30D | +0.2% | +7.9% | -7.7% | -1.0% |
| 3M | -5.3% | -15.3% | +10.0% | -3.0% |
| 6M | -0.9% | +10.5% | -11.4% | -3.0% |
| YTD | +12.2% | -9.4% | +21.6% | +12.7% |
| 1Y | +16.1% | -4.6% | +20.7% | +15.6% |
| 3Y | +73.0% | +21.2% | +51.7% | +69.7% |
| All | +73.0% | +18.8% | +54.2% | +69.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling