-97.0%
IVVD vs VT
+58.5%
-155.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -4.4% |
| 7D | -3.1% | +2.9% | -6.0% | -6.9% |
| 30D | -12.2% | -2.5% | -9.7% | -8.1% |
| 3M | -22.5% | -3.3% | -19.2% | -17.6% |
| 6M | -61.9% | +1.5% | -63.5% | -62.4% |
| YTD | -77.0% | +11.4% | -88.4% | -80.0% |
| 1Y | -68.0% | +11.9% | -79.9% | -72.4% |
| 3Y | -59.5% | +73.9% | -133.4% | -80.8% |
| 5Y | -97.0% | +57.9% | -154.9% | -98.2% |
| All | -97.0% | +58.5% | -155.6% | -98.2% |
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