-49.8%
IEZ price history and return analytics
+368.8%
-418.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.9% |
| 7D | -1.7% | -0.1% | -1.6% | -1.6% |
| 30D | +3.5% | -0.7% | +4.2% | +4.3% |
| 3M | +1.5% | +4.0% | -2.5% | -4.4% |
| 6M | +11.7% | +12.3% | -0.6% | -6.0% |
| YTD | +47.4% | +14.0% | +33.4% | +21.6% |
| 1Y | +64.6% | +20.3% | +44.3% | +26.1% |
| 3Y | +29.4% | +75.4% | -46.0% | -40.8% |
| 5Y | +157.3% | +66.0% | +91.4% | +26.1% |
| 10Y | -1.9% | +228.2% | -230.1% | -78.8% |
| All | -49.8% | +368.8% | -418.6% | -93.7% |
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