-81.6%
IVR price history and return analytics
+222.7%
-304.3%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.6% | -0.5% |
| 7D | -0.7% | -0.1% | -0.6% | -0.6% |
| 30D | -2.5% | -0.7% | -1.8% | -1.7% |
| 3M | -6.6% | +4.0% | -10.6% | -11.1% |
| 6M | -4.9% | +12.3% | -17.2% | -17.6% |
| YTD | -4.9% | +14.0% | -18.9% | -19.3% |
| 1Y | +11.2% | +20.3% | -9.1% | -11.8% |
| 3Y | +15.9% | +75.4% | -59.5% | -42.3% |
| 5Y | -42.5% | +66.0% | -108.5% | -69.0% |
| 10Y | -81.6% | +228.2% | -309.8% | -94.7% |
| All | -81.6% | +222.7% | -304.3% | -94.7% |
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