-30.6%
IE price history and return analytics
+76.6%
-107.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -0.5% | +11.0% | +11.7% |
| 7D | +10.1% | +1.0% | +9.1% | +7.2% |
| 30D | +0.2% | -0.2% | +0.4% | +0.8% |
| 3M | -2.1% | +4.5% | -6.7% | -10.4% |
| 6M | -15.9% | +14.1% | -30.0% | -34.4% |
| YTD | -30.9% | +14.8% | -45.7% | -46.1% |
| 1Y | +24.5% | +21.2% | +3.3% | -11.9% |
| 3Y | -30.6% | +76.6% | -107.2% | -75.7% |
| All | -30.6% | +76.6% | -107.2% | -75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling