+497.2%
IVOG price history and return analytics
+406.1%
+91.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.4% |
| 7D | -1.6% | -2.3% | +0.7% | +0.7% |
| 30D | -4.6% | -5.0% | +0.4% | +0.6% |
| 3M | -7.8% | -4.9% | -3.0% | -3.0% |
| 6M | -6.2% | -1.5% | -4.7% | -4.7% |
| YTD | +10.1% | +8.5% | +1.6% | +1.4% |
| 1Y | +12.6% | +11.4% | +1.3% | +1.1% |
| 3Y | +52.9% | +70.1% | -17.2% | -9.9% |
| 5Y | +27.1% | +53.7% | -26.7% | -16.7% |
| 10Y | +182.6% | +220.0% | -37.4% | -6.6% |
| All | +497.2% | +406.1% | +91.2% | +35.1% |
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