+13.8%
VRT vs IVZ
+30.5%
-16.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.2% | -17.1% | -15.4% |
| 7D | -15.4% | +2.6% | -18.0% | -16.9% |
| 30D | -19.0% | -3.5% | -15.5% | -17.3% |
| 3M | -23.8% | -7.4% | -16.4% | -20.2% |
| 6M | -37.9% | +14.7% | -52.6% | -41.1% |
| YTD | +27.0% | +14.6% | +12.3% | +12.7% |
| 1Y | +13.8% | +30.7% | -16.9% | -5.9% |
| All | +13.8% | +30.5% | -16.7% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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