-54.4%
IVVD vs VT
+75.0%
-129.3%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -14.4% | +0.4% | -14.9% | -14.9% |
| 30D | +36.8% | +1.0% | +35.8% | +34.8% |
| 3M | -25.6% | +2.4% | -28.0% | -28.1% |
| 6M | -51.7% | +12.0% | -63.7% | -59.0% |
| YTD | -66.6% | +15.3% | -81.9% | -72.8% |
| 1Y | -17.2% | +22.6% | -39.8% | -37.8% |
| All | -54.4% | +75.0% | -129.3% | -77.7% |
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