+0.9%
IE price history and return analytics
+96.8%
-95.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | 0.0% |
| 7D | +8.0% | -0.1% | +8.2% | +8.1% |
| 30D | -0.9% | -0.7% | -0.2% | +0.5% |
| 3M | +1.1% | +4.0% | -2.9% | -5.0% |
| 6M | -17.9% | +12.3% | -30.2% | -31.3% |
| YTD | -31.8% | +14.0% | -45.8% | -43.8% |
| 1Y | +22.5% | +20.3% | +2.2% | -7.0% |
| 3Y | -31.5% | +75.4% | -106.9% | -69.8% |
| All | +0.9% | +96.8% | -95.8% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling