+161.2%
IVLU price history and return analytics
+227.6%
-66.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.7% | +0.4% | +1.2% | +1.3% |
| 30D | +2.2% | +1.0% | +1.3% | +1.4% |
| 3M | +6.0% | +2.4% | +3.7% | +3.9% |
| 6M | +11.5% | +12.0% | -0.5% | +1.2% |
| YTD | +20.1% | +15.3% | +4.8% | +6.4% |
| 1Y | +33.5% | +22.6% | +11.0% | +12.3% |
| 3Y | +97.6% | +74.7% | +22.9% | +22.6% |
| 5Y | +108.0% | +66.1% | +41.9% | +33.9% |
| 10Y | +188.4% | +225.0% | -36.6% | +9.7% |
| All | +161.2% | +227.6% | -66.4% | -6.0% |
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