+215.7%
IEFA price history and return analytics
+354.6%
-138.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | +1.2% | +1.0% | +0.1% | +0.2% |
| 30D | -0.6% | -0.2% | -0.3% | -0.4% |
| 3M | +6.2% | +4.5% | +1.7% | +1.8% |
| 6M | +11.2% | +14.1% | -2.9% | -1.8% |
| YTD | +14.2% | +14.8% | -0.6% | +0.3% |
| 1Y | +20.0% | +21.2% | -1.2% | +0.1% |
| 3Y | +68.8% | +76.6% | -7.8% | -1.8% |
| 5Y | +52.7% | +66.6% | -13.9% | -6.4% |
| 10Y | +144.2% | +222.3% | -78.1% | -22.5% |
| All | +215.7% | +354.6% | -138.9% | -27.1% |
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