+197.2%
IEO price history and return analytics
+226.9%
-29.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.8% |
| 7D | +1.2% | -2.0% | +3.2% | +3.6% |
| 30D | +10.1% | -1.4% | +11.5% | +11.8% |
| 3M | +20.8% | +4.7% | +16.0% | +13.3% |
| 6M | +28.3% | +11.4% | +16.9% | +9.8% |
| YTD | +60.0% | +13.1% | +46.9% | +33.9% |
| 1Y | +57.0% | +19.0% | +38.0% | +23.0% |
| 3Y | +51.1% | +73.9% | -22.9% | -27.9% |
| 5Y | +224.3% | +65.4% | +158.9% | +64.2% |
| All | +197.2% | +226.9% | -29.7% | -36.3% |
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