-67.8%
IVA price history and return analytics
+65.7%
-133.4%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -4.4% |
| 7D | -8.4% | -0.1% | -8.3% | -8.4% |
| 30D | -6.3% | -0.7% | -5.6% | -6.0% |
| 3M | +12.1% | +4.0% | +8.1% | +10.1% |
| 6M | -30.3% | +12.3% | -42.5% | -33.7% |
| YTD | -4.3% | +14.0% | -18.3% | -9.7% |
| 1Y | -17.0% | +20.3% | -37.3% | -22.8% |
| 3Y | +25.7% | +75.4% | -49.7% | +7.5% |
| 5Y | -67.8% | +66.0% | -133.7% | -71.3% |
| All | -67.8% | +65.7% | -133.4% | -71.3% |
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