+1,254.8%
VTI vs IEF
+128.5%
+1,126.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.3% | -0.8% |
| 7D | -0.4% | -0.3% | 0.0% | -0.6% |
| 30D | -1.6% | -0.6% | -1.0% | -2.1% |
| 3M | +3.6% | -1.0% | +4.6% | +2.7% |
| 6M | +13.0% | -3.1% | +16.1% | +10.0% |
| YTD | +12.7% | -1.9% | +14.6% | +10.8% |
| 1Y | +18.4% | -1.4% | +19.7% | +16.9% |
| 3Y | +76.4% | +9.8% | +66.6% | +90.8% |
| 5Y | +73.7% | -8.8% | +82.5% | +51.7% |
| 10Y | +302.5% | +4.7% | +297.8% | +319.3% |
| All | +1,254.8% | +128.5% | +1,126.3% | +3,774.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 all: compounded portfolio wealth divided by compounded IEF 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…
all analysis · Full analysis span regression · 6 months rolling