+11.1%
IVR price history and return analytics
+23.3%
-12.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -2.2% | +0.4% | -2.6% | -2.5% |
| 30D | -1.5% | +1.0% | -2.5% | -2.1% |
| 3M | -4.1% | +2.4% | -6.5% | -5.5% |
| 6M | -5.3% | +12.0% | -17.3% | -13.5% |
| YTD | -3.4% | +15.3% | -18.8% | -13.0% |
| 1Y | +11.1% | +22.6% | -11.5% | +1.5% |
| All | +11.1% | +23.3% | -12.3% | +1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling