+13.3%
VT vs IVZ
+22.9%
-9.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.6% | -0.9% |
| 7D | +2.4% | +7.6% | -5.3% | +0.2% |
| 30D | -1.5% | +4.3% | -5.8% | -2.7% |
| 3M | -4.1% | -9.3% | +5.2% | -1.9% |
| 6M | +0.6% | +5.2% | -4.7% | -1.2% |
| YTD | +11.0% | +13.4% | -2.4% | +5.6% |
| 1Y | +13.3% | +25.4% | -12.0% | +5.5% |
| All | +13.3% | +22.9% | -9.5% | +5.5% |
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