+31.9%
IVA price history and return analytics
+76.6%
-44.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.9% |
| 7D | -2.1% | +1.0% | -3.1% | -2.9% |
| 30D | -2.7% | -0.2% | -2.5% | -2.5% |
| 3M | +19.4% | +4.5% | +14.9% | +15.1% |
| 6M | -23.8% | +14.1% | -37.9% | -31.5% |
| YTD | +0.4% | +14.8% | -14.3% | -10.3% |
| 1Y | -13.0% | +21.2% | -34.2% | -24.6% |
| 3Y | +31.9% | +76.6% | -44.6% | -2.4% |
| All | +31.9% | +76.6% | -44.7% | -2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling