-69.0%
IVR price history and return analytics
+533.5%
-602.5%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -1.7% |
| 7D | +2.1% | +0.4% | +1.7% | +1.6% |
| 30D | -2.3% | -2.6% | +0.3% | 0.0% |
| 3M | -22.9% | -3.2% | -19.6% | -20.6% |
| 6M | -26.6% | +0.9% | -27.5% | -27.5% |
| YTD | -23.9% | +11.3% | -35.2% | -31.6% |
| 1Y | -14.0% | +14.0% | -28.0% | -24.6% |
| 3Y | +29.3% | +75.8% | -46.5% | -25.0% |
| 5Y | -58.1% | +57.8% | -116.0% | -72.6% |
| 10Y | -85.0% | +219.8% | -304.8% | -94.2% |
| All | -69.0% | +533.5% | -602.5% | -91.6% |
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