-100.0%
IVF price history and return analytics
+119.1%
-219.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.6% | +7.2% | +7.6% |
| 7D | +28.4% | +0.4% | +28.0% | +28.1% |
| 30D | -19.3% | -2.6% | -16.7% | -17.3% |
| 3M | -44.6% | -3.2% | -41.3% | -43.1% |
| 6M | -65.8% | +0.9% | -66.8% | -66.4% |
| YTD | -84.4% | +11.3% | -95.7% | -86.2% |
| 1Y | -97.3% | +14.0% | -111.3% | -97.6% |
| 3Y | -99.9% | +75.8% | -175.8% | -100.0% |
| 5Y | -100.0% | +57.8% | -157.8% | -100.0% |
| All | -100.0% | +119.1% | -219.1% | -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 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