+182.5%
IVOG price history and return analytics
+223.7%
-41.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.9% | +0.7% |
| 7D | +1.4% | +0.4% | +1.0% | +1.0% |
| 30D | -2.0% | -2.6% | +0.6% | +0.9% |
| 3M | -6.3% | -3.2% | -3.1% | -2.9% |
| 6M | -2.0% | +0.9% | -3.0% | -3.0% |
| YTD | +14.0% | +11.3% | +2.7% | +1.5% |
| 1Y | +15.5% | +14.0% | +1.5% | +0.3% |
| 3Y | +60.9% | +75.8% | -14.9% | -11.9% |
| 5Y | +31.3% | +57.8% | -26.5% | -19.0% |
| 10Y | +182.5% | +219.8% | -37.3% | -13.6% |
| All | +182.5% | +223.7% | -41.1% | -13.6% |
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