+306.5%
IVV price history and return analytics
+215.5%
+91.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.1% |
| 7D | -2.7% | -2.3% | -0.4% | -0.3% |
| 30D | -5.4% | -5.0% | -0.4% | -0.3% |
| 3M | -4.1% | -4.9% | +0.8% | +1.0% |
| 6M | +0.7% | -1.5% | +2.3% | +2.2% |
| YTD | +8.7% | +8.5% | +0.3% | -0.3% |
| 1Y | +11.0% | +11.4% | -0.4% | -1.0% |
| 3Y | +75.4% | +70.1% | +5.4% | +1.2% |
| 5Y | +68.3% | +53.7% | +14.6% | +7.9% |
| All | +306.5% | +215.5% | +91.0% | +31.7% |
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