+24.5%
VEA vs IRE
-84.4%
+108.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +14.0% | -13.5% | -0.1% |
| 7D | +1.0% | +54.8% | -53.8% | -0.8% |
| 30D | +1.9% | +18.4% | -16.4% | +0.8% |
| 3M | +3.2% | -66.7% | +69.9% | +5.0% |
| 6M | +10.2% | -52.3% | +62.5% | +9.1% |
| YTD | +18.9% | -52.3% | +71.2% | +16.9% |
| All | +24.5% | -84.4% | +108.9% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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