+15.9%
IUSV vs VT
+11.9%
+4.1%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | -0.1% |
| 7D | +2.2% | +2.9% | -0.7% | +0.7% |
| 30D | +3.3% | -2.5% | +5.8% | +4.6% |
| 3M | +2.4% | -3.3% | +5.7% | +4.1% |
| 6M | +8.3% | +1.5% | +6.8% | +7.2% |
| YTD | +15.3% | +11.4% | +4.0% | +7.2% |
| 1Y | +15.9% | +11.9% | +4.0% | +7.4% |
| All | +15.9% | +11.9% | +4.1% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling