-98.4%
IVDA price history and return analytics
+222.7%
-321.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.0% | -6.3% |
| 7D | +3.7% | -0.1% | +3.8% | +3.8% |
| 30D | -6.7% | -0.7% | -6.0% | -5.9% |
| 3M | +3.7% | +4.0% | -0.3% | +1.7% |
| 6M | -6.7% | +12.3% | -19.0% | -12.5% |
| YTD | -66.7% | +14.0% | -80.7% | -69.0% |
| 1Y | -80.8% | +20.3% | -101.1% | -82.6% |
| 3Y | -95.7% | +75.4% | -171.1% | -96.8% |
| 5Y | -99.3% | +66.0% | -165.3% | -99.5% |
| 10Y | -98.4% | +228.2% | -326.6% | -98.1% |
| All | -98.4% | +222.7% | -321.1% | -98.1% |
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