+51.8%
VG vs IRE
-97.6%
+149.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -23.2% | +15.5% | -7.6% |
| 7D | -16.4% | -46.8% | +30.5% | -16.5% |
| 30D | -10.8% | -75.5% | +64.7% | -11.3% |
| 3M | -6.3% | -79.4% | +73.1% | -6.9% |
| 6M | -12.5% | -91.3% | +78.8% | -13.8% |
| YTD | +76.9% | -90.8% | +167.7% | +67.5% |
| 1Y | +51.8% | -97.7% | +149.5% | +47.4% |
| All | +51.8% | -97.6% | +149.3% | +47.4% |
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