+199.6%
IYE price history and return analytics
+65.7%
+133.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.3% |
| 7D | +1.6% | -1.1% | +2.7% | +2.3% |
| 30D | +6.2% | -1.0% | +7.2% | +6.8% |
| 3M | +14.3% | +3.2% | +11.1% | +11.5% |
| 6M | +15.5% | +12.5% | +3.0% | +4.9% |
| YTD | +46.3% | +14.1% | +32.2% | +31.2% |
| 1Y | +48.8% | +18.9% | +29.9% | +28.9% |
| 3Y | +56.3% | +74.1% | -17.7% | -0.9% |
| All | +199.6% | +65.7% | +133.9% | +97.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling