+128.5%
IYE price history and return analytics
+368.9%
-240.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.6% |
| 7D | +1.6% | -1.1% | +2.7% | +2.8% |
| 30D | +6.2% | -1.0% | +7.2% | +7.2% |
| 3M | +14.3% | +3.2% | +11.1% | +9.7% |
| 6M | +15.5% | +12.5% | +3.0% | -0.6% |
| YTD | +46.3% | +14.1% | +32.2% | +23.6% |
| 1Y | +48.8% | +18.9% | +29.9% | +19.8% |
| 3Y | +56.3% | +74.1% | -17.7% | -18.7% |
| 5Y | +208.3% | +66.9% | +141.5% | +65.5% |
| 10Y | +152.8% | +228.3% | -75.5% | -33.7% |
| All | +128.5% | +368.9% | -240.5% | -63.8% |
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