+15.6%
IFV price history and return analytics
+57.4%
-41.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -0.2% |
| 7D | +1.4% | +0.4% | +1.1% | +1.1% |
| 30D | -0.4% | -2.6% | +2.2% | +1.7% |
| 3M | -6.7% | -3.2% | -3.5% | -4.2% |
| 6M | -13.0% | +0.9% | -14.0% | -13.5% |
| YTD | -1.0% | +11.3% | -12.3% | -8.6% |
| 1Y | +2.0% | +14.0% | -12.0% | -7.6% |
| 3Y | +46.4% | +75.8% | -29.4% | -4.9% |
| 5Y | +15.6% | +57.8% | -42.2% | -17.6% |
| All | +15.6% | +57.4% | -41.8% | -17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling