-100.0%
IVF price history and return analytics
+124.4%
-224.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.7% |
| 7D | -5.0% | -0.1% | -4.8% | -4.9% |
| 30D | -7.7% | -0.7% | -7.0% | -7.4% |
| 3M | -31.4% | +4.0% | -35.4% | -34.3% |
| 6M | -77.4% | +12.3% | -89.7% | -79.9% |
| YTD | -74.5% | +14.0% | -88.5% | -77.9% |
| 1Y | -97.5% | +20.3% | -117.8% | -98.0% |
| 3Y | -100.0% | +75.4% | -175.4% | -100.0% |
| 5Y | -100.0% | +66.0% | -166.0% | -100.0% |
| All | -100.0% | +124.4% | -224.4% | -100.0% |
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