+47.5%
IVT price history and return analytics
+76.6%
-29.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | +0.2% | +1.0% | -0.8% | -0.3% |
| 30D | -1.9% | -0.2% | -1.6% | -1.8% |
| 3M | -4.2% | +4.5% | -8.8% | -6.7% |
| 6M | +6.3% | +14.1% | -7.7% | -2.0% |
| YTD | +17.4% | +14.8% | +2.6% | +7.3% |
| 1Y | +14.3% | +21.2% | -6.9% | +0.3% |
| 3Y | +47.5% | +76.6% | -29.0% | -8.9% |
| All | +47.5% | +76.6% | -29.1% | -8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling