+55.2%
IVT price history and return analytics
+57.4%
-2.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -0.6% |
| 7D | +1.8% | +0.4% | +1.4% | +1.4% |
| 30D | +7.1% | -2.6% | +9.6% | +8.8% |
| 3M | -3.3% | -3.2% | 0.0% | -1.3% |
| 6M | +3.3% | +0.9% | +2.3% | +1.7% |
| YTD | +15.7% | +11.3% | +4.4% | +5.2% |
| 1Y | +19.7% | +14.0% | +5.7% | +6.6% |
| 3Y | +45.4% | +75.8% | -30.5% | -11.8% |
| 5Y | +55.2% | +57.8% | -2.6% | -2.8% |
| All | +55.2% | +57.4% | -2.2% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling