+57.5%
IVES price history and return analytics
+31.8%
+25.8%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.3% |
| 7D | +2.6% | +1.0% | +1.6% | +1.0% |
| 30D | +2.9% | -0.2% | +3.1% | +3.3% |
| 3M | +5.5% | +4.5% | +1.0% | -1.4% |
| 6M | +33.2% | +14.1% | +19.1% | +9.3% |
| YTD | +26.0% | +14.8% | +11.2% | +2.4% |
| 1Y | +36.2% | +21.2% | +15.0% | +2.3% |
| All | +57.5% | +31.8% | +25.8% | +5.7% |
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