+22.9%
VEA vs IRE
-84.0%
+106.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.8% | +5.9% | -0.6% |
| 7D | +0.3% | +29.0% | -28.7% | -0.7% |
| 30D | +0.4% | +24.2% | -23.8% | -0.8% |
| 3M | +4.8% | -53.2% | +58.0% | +5.5% |
| 6M | +11.3% | -36.0% | +47.3% | +9.4% |
| YTD | +17.4% | -51.0% | +68.4% | +15.2% |
| All | +22.9% | -84.0% | +106.9% | +21.4% |
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