-15.7%
IVT price history and return analytics
+244.4%
-260.1%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | +0.7% |
| 7D | +1.8% | +0.4% | +1.4% | +1.7% |
| 30D | +7.1% | -2.6% | +9.6% | +7.6% |
| 3M | -3.3% | -3.2% | 0.0% | -2.7% |
| 6M | +3.3% | +0.9% | +2.3% | +2.9% |
| YTD | +15.7% | +11.3% | +4.4% | +12.9% |
| 1Y | +19.7% | +14.0% | +5.7% | +16.2% |
| 3Y | +45.4% | +75.8% | -30.5% | +31.1% |
| 5Y | +55.2% | +57.8% | -2.6% | +36.6% |
| 10Y | +93.1% | +219.8% | -126.7% | +72.0% |
| All | -15.7% | +244.4% | -260.1% | -22.0% |
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