+83.0%
VRT vs IEFA
+17.7%
+65.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -3.9% |
| 7D | -7.7% | -2.4% | -5.3% | -3.2% |
| 30D | -12.0% | -2.1% | -9.8% | -8.1% |
| 3M | -11.7% | +5.5% | -17.2% | -19.1% |
| 6M | -8.1% | +8.1% | -16.2% | -18.8% |
| YTD | +53.2% | +11.9% | +41.3% | +24.0% |
| All | +83.0% | +17.7% | +65.4% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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