-98.7%
IVDA price history and return analytics
+224.4%
-323.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.1% | +3.9% | +4.2% |
| 7D | -4.5% | -0.7% | -3.8% | -3.6% |
| 30D | -22.2% | -1.7% | -20.5% | -20.7% |
| 3M | -30.0% | -2.3% | -27.7% | -28.1% |
| 6M | -34.4% | +1.5% | -35.9% | -34.0% |
| YTD | -75.0% | +12.0% | -87.0% | -76.4% |
| 1Y | -75.0% | +12.9% | -87.9% | -76.4% |
| 3Y | -96.1% | +74.9% | -171.0% | -97.1% |
| 5Y | -99.7% | +59.9% | -159.6% | -99.7% |
| 10Y | -98.7% | +224.6% | -323.3% | -97.9% |
| All | -98.7% | +224.4% | -323.0% | -97.9% |
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