+57.0%
IEO price history and return analytics
+18.7%
+38.3%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | -0.4% |
| 7D | +1.2% | -2.0% | +3.2% | +0.5% |
| 30D | +10.1% | -1.4% | +11.5% | +9.6% |
| 3M | +20.8% | +4.7% | +16.0% | +22.3% |
| 6M | +28.3% | +11.4% | +16.9% | +32.2% |
| YTD | +60.0% | +13.1% | +46.9% | +62.1% |
| 1Y | +57.0% | +19.0% | +38.0% | +59.4% |
| All | +57.0% | +18.7% | +38.3% | +59.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling