+57.0%
IDRV price history and return analytics
+146.7%
-89.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.8% |
| 7D | -3.2% | -1.1% | -2.1% | -1.8% |
| 30D | -3.9% | -1.0% | -3.0% | -2.7% |
| 3M | -11.8% | +3.2% | -14.9% | -15.0% |
| 6M | -6.5% | +12.5% | -19.0% | -18.7% |
| YTD | -5.1% | +14.1% | -19.1% | -18.8% |
| 1Y | +3.0% | +18.9% | -15.9% | -16.1% |
| 3Y | -1.9% | +74.1% | -75.9% | -49.4% |
| 5Y | -20.1% | +66.9% | -87.0% | -55.9% |
| All | +57.0% | +146.7% | -89.7% | -41.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling