+60.2%
IDRV price history and return analytics
+148.2%
-88.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.6% |
| 7D | +0.8% | +1.0% | -0.2% | -0.5% |
| 30D | -2.1% | -0.2% | -1.9% | -1.8% |
| 3M | -10.0% | +4.5% | -14.6% | -14.7% |
| 6M | -0.5% | +14.1% | -14.5% | -15.0% |
| YTD | -3.2% | +14.8% | -17.9% | -17.8% |
| 1Y | +4.0% | +21.2% | -17.2% | -17.2% |
| 3Y | +2.0% | +76.6% | -74.6% | -48.3% |
| 5Y | -18.9% | +66.6% | -85.5% | -55.2% |
| All | +60.2% | +148.2% | -88.0% | -40.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling