-70.0%
IVA price history and return analytics
+134.8%
-204.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -3.3% |
| 7D | -15.9% | -1.1% | -14.8% | -15.4% |
| 30D | -14.1% | -1.0% | -13.1% | -13.6% |
| 3M | +5.8% | +3.2% | +2.6% | +4.1% |
| 6M | -39.4% | +12.5% | -51.8% | -42.8% |
| YTD | -13.5% | +14.1% | -27.6% | -19.0% |
| 1Y | -30.3% | +18.9% | -49.2% | -35.6% |
| 3Y | +8.1% | +74.1% | -66.0% | -12.5% |
| 5Y | -71.3% | +66.9% | -138.1% | -75.3% |
| All | -70.0% | +134.8% | -204.9% | -82.4% |
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