+96.6%
IVLU vs VT
+53.2%
+43.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | +1.0% |
| 7D | -0.9% | -4.2% | +3.3% | +2.8% |
| 30D | -1.4% | -5.8% | +4.4% | +3.7% |
| 3M | -3.9% | -5.2% | +1.4% | +0.6% |
| 6M | +3.5% | +0.1% | +3.4% | +3.4% |
| YTD | +13.0% | +8.2% | +4.7% | +5.6% |
| 1Y | +21.6% | +10.1% | +11.5% | +12.1% |
| 3Y | +89.0% | +69.7% | +19.3% | +21.1% |
| 5Y | +96.6% | +53.4% | +43.2% | +34.5% |
| All | +96.6% | +53.2% | +43.4% | +34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling