+462.7%
IVE price history and return analytics
+345.0%
+117.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | +0.8% |
| 7D | -2.0% | -4.2% | +2.1% | +1.7% |
| 30D | +2.1% | -5.8% | +7.9% | +7.5% |
| 3M | +1.0% | -5.2% | +6.2% | +5.7% |
| 6M | +6.5% | +0.1% | +6.4% | +5.8% |
| YTD | +12.8% | +8.2% | +4.6% | +4.3% |
| 1Y | +15.3% | +10.1% | +5.2% | +5.0% |
| 3Y | +58.8% | +69.7% | -10.9% | -2.4% |
| 5Y | +68.0% | +53.4% | +14.6% | +12.4% |
| 10Y | +217.5% | +219.2% | -1.7% | +10.8% |
| All | +462.7% | +345.0% | +117.7% | +51.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling