+62.2%
IDRV vs VT
+149.5%
-87.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.2% | +0.4% | -0.7% | -0.8% |
| 30D | +0.8% | +1.0% | -0.2% | -0.3% |
| 3M | -14.9% | +2.4% | -17.2% | -17.0% |
| 6M | -1.8% | +12.0% | -13.8% | -14.2% |
| YTD | -2.0% | +15.3% | -17.3% | -17.3% |
| 1Y | +8.5% | +22.6% | -14.1% | -14.9% |
| 3Y | -1.3% | +74.7% | -76.0% | -49.3% |
| 5Y | -18.8% | +66.1% | -85.0% | -55.1% |
| All | +62.2% | +149.5% | -87.3% | -40.3% |
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