-72.2%
IVA price history and return analytics
+57.5%
-129.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.3% | +3.1% |
| 7D | -2.0% | -0.1% | -1.8% | -1.9% |
| 30D | +25.0% | -3.1% | +28.1% | +26.9% |
| 3M | -16.8% | -3.5% | -13.3% | -15.4% |
| 6M | -26.4% | +0.5% | -26.9% | -26.6% |
| YTD | -15.1% | +10.8% | -25.8% | -18.7% |
| 1Y | +5.3% | +11.9% | -6.6% | +0.4% |
| 3Y | +7.0% | +73.0% | -65.9% | -7.5% |
| 5Y | -72.2% | +58.6% | -130.9% | -74.7% |
| All | -72.2% | +57.5% | -129.8% | -74.7% |
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 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