+15.8%
IVOG vs VT
+15.2%
+0.6%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -2.1% |
| 7D | +0.2% | -0.3% | +0.5% | +0.5% |
| 30D | -2.7% | -1.4% | -1.3% | -1.1% |
| 3M | -5.4% | -1.4% | -4.0% | -3.9% |
| 6M | +0.9% | +5.5% | -4.6% | -5.0% |
| YTD | +13.5% | +12.8% | +0.7% | -1.7% |
| 1Y | +15.8% | +15.4% | +0.4% | -2.4% |
| All | +15.8% | +15.2% | +0.6% | -2.4% |
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