+178.8%
IVOG price history and return analytics
+221.4%
-42.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | 0.0% |
| 7D | +1.1% | +1.0% | +0.1% | 0.0% |
| 30D | -3.8% | -0.2% | -3.6% | -3.6% |
| 3M | +0.5% | +4.5% | -4.0% | -4.2% |
| 6M | +11.8% | +14.1% | -2.2% | -3.1% |
| YTD | +17.0% | +14.8% | +2.2% | +0.7% |
| 1Y | +17.7% | +21.2% | -3.5% | -4.4% |
| 3Y | +55.6% | +76.6% | -21.0% | -15.2% |
| 5Y | +43.8% | +66.6% | -22.8% | -16.2% |
| 10Y | +178.8% | +222.3% | -43.5% | -16.4% |
| All | +178.8% | +221.4% | -42.6% | -16.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling