+177.3%
IVLU price history and return analytics
+217.6%
-40.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.1% |
| 7D | +2.0% | -0.1% | +2.1% | +2.1% |
| 30D | +1.3% | -3.1% | +4.4% | +4.1% |
| 3M | -2.7% | -3.5% | +0.8% | +0.4% |
| 6M | +3.3% | +0.5% | +2.8% | +2.8% |
| YTD | +14.6% | +10.8% | +3.8% | +4.7% |
| 1Y | +21.1% | +11.9% | +9.2% | +9.7% |
| 3Y | +94.9% | +73.0% | +21.9% | +19.9% |
| 5Y | +102.2% | +58.6% | +43.6% | +33.6% |
| 10Y | +177.3% | +219.2% | -41.9% | -5.4% |
| All | +177.3% | +217.6% | -40.4% | -5.4% |
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