+631.1%
VRT vs IVZ
+38.7%
+592.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -17.7% | +2.2% | -19.9% | -18.8% |
| 30D | -20.0% | -2.2% | -17.8% | -18.5% |
| 3M | -28.1% | -8.4% | -19.6% | -23.5% |
| 6M | -42.8% | +6.2% | -49.0% | -44.8% |
| YTD | +20.0% | +12.4% | +7.6% | +9.9% |
| 1Y | +3.5% | +26.0% | -22.5% | -12.5% |
| 3Y | +366.1% | +147.9% | +218.2% | +125.6% |
| All | +631.1% | +38.7% | +592.4% | +439.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling