+538.1%
IVOG price history and return analytics
+438.0%
+100.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.2% | +0.4% | -0.6% | -0.6% |
| 30D | -1.5% | +1.0% | -2.5% | -2.5% |
| 3M | -1.6% | +2.4% | -4.0% | -4.0% |
| 6M | +7.7% | +12.0% | -4.3% | -4.0% |
| YTD | +17.6% | +15.3% | +2.3% | +1.7% |
| 1Y | +18.8% | +22.6% | -3.8% | -3.4% |
| 3Y | +51.7% | +74.7% | -23.0% | -13.1% |
| 5Y | +42.4% | +66.1% | -23.7% | -13.7% |
| 10Y | +179.0% | +225.0% | -46.0% | -9.7% |
| All | +538.1% | +438.0% | +100.1% | +35.6% |
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 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