+209.6%
IVE price history and return analytics
+224.4%
-14.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | -0.1% |
| 7D | -0.2% | -0.7% | +0.5% | +0.3% |
| 30D | +3.8% | -1.7% | +5.5% | +5.3% |
| 3M | +3.1% | -2.3% | +5.4% | +5.1% |
| 6M | +8.9% | +1.5% | +7.4% | +6.9% |
| YTD | +15.8% | +12.0% | +3.7% | +3.5% |
| 1Y | +16.8% | +12.9% | +3.9% | +3.7% |
| 3Y | +62.0% | +74.9% | -13.0% | -5.2% |
| 5Y | +73.1% | +59.9% | +13.2% | +9.9% |
| 10Y | +209.6% | +224.6% | -15.0% | +0.7% |
| All | +209.6% | +224.4% | -14.7% | +0.7% |
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 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