+221.0%
IDV price history and return analytics
+355.4%
-134.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.2% |
| 7D | +1.3% | -0.1% | +1.4% | +1.3% |
| 30D | +2.8% | -3.1% | +5.9% | +5.7% |
| 3M | -2.3% | -3.5% | +1.2% | +0.7% |
| 6M | -0.3% | +0.5% | -0.7% | -1.3% |
| YTD | +13.2% | +10.8% | +2.4% | +2.0% |
| 1Y | +19.2% | +11.9% | +7.3% | +6.4% |
| 3Y | +100.9% | +73.0% | +27.9% | +16.4% |
| 5Y | +87.6% | +58.6% | +29.0% | +17.0% |
| 10Y | +165.7% | +219.2% | -53.5% | -17.3% |
| All | +221.0% | +355.4% | -134.4% | -29.2% |
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