-95.9%
IVDA vs VT
+75.6%
-171.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.1% | +3.9% | +3.5% |
| 7D | -4.5% | -0.7% | -3.8% | -2.9% |
| 30D | -22.2% | -1.7% | -20.5% | -19.6% |
| 3M | -30.0% | -2.3% | -27.7% | -26.7% |
| 6M | -34.4% | +1.5% | -35.9% | -33.8% |
| YTD | -75.0% | +12.0% | -87.0% | -77.4% |
| 1Y | -75.0% | +12.9% | -87.9% | -77.5% |
| All | -95.9% | +75.6% | -171.5% | -96.1% |
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