+45.7%
IDVZ vs VT
+39.1%
+6.6%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.7% | +0.4% | +0.3% | +0.4% |
| 30D | -0.3% | +1.0% | -1.3% | -1.0% |
| 3M | +1.1% | +2.4% | -1.3% | -0.6% |
| 6M | +3.0% | +12.0% | -9.0% | -4.7% |
| YTD | +11.2% | +15.3% | -4.1% | +1.1% |
| 1Y | +20.2% | +22.6% | -2.4% | +4.9% |
| All | +45.7% | +39.1% | +6.6% | +15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling