+62.9%
IEF price history and return analytics
+360.7%
-297.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | 0.0% |
| 7D | -0.8% | -0.7% | -0.1% | -0.8% |
| 30D | +2.0% | -1.7% | +3.8% | +1.9% |
| 3M | -1.1% | -2.3% | +1.3% | -1.2% |
| 6M | -1.9% | +1.5% | -3.4% | -1.7% |
| YTD | -2.2% | +12.0% | -14.3% | -1.1% |
| 1Y | -2.3% | +12.9% | -15.2% | -1.2% |
| 3Y | +11.6% | +74.9% | -63.4% | +18.2% |
| 5Y | -7.1% | +59.9% | -67.0% | -2.5% |
| 10Y | +7.8% | +224.6% | -216.8% | +24.9% |
| All | +62.9% | +360.7% | -297.8% | +94.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling