+56.4%
IEZ price history and return analytics
+19.6%
+36.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.7% |
| 7D | -2.6% | -1.1% | -1.5% | -1.8% |
| 30D | +0.2% | -1.0% | +1.2% | +0.9% |
| 3M | -2.2% | +3.2% | -5.3% | -4.6% |
| 6M | +7.6% | +12.5% | -4.9% | -2.0% |
| YTD | +43.3% | +14.1% | +29.3% | +28.2% |
| 1Y | +56.4% | +18.9% | +37.5% | +35.1% |
| All | +56.4% | +19.6% | +36.8% | +35.1% |
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 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