+220.3%
IDV price history and return analytics
+357.8%
-137.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.5% |
| 7D | -0.8% | +2.9% | -3.7% | -3.5% |
| 30D | +1.4% | -2.5% | +3.9% | +3.7% |
| 3M | -2.4% | -3.3% | +0.9% | +0.5% |
| 6M | -1.1% | +1.5% | -2.6% | -3.0% |
| YTD | +13.0% | +11.4% | +1.6% | +1.3% |
| 1Y | +17.3% | +11.9% | +5.4% | +4.6% |
| 3Y | +100.4% | +73.9% | +26.5% | +15.5% |
| 5Y | +86.4% | +57.9% | +28.5% | +16.8% |
| 10Y | +167.0% | +222.6% | -55.6% | -17.8% |
| All | +220.3% | +357.8% | -137.6% | -29.7% |
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