+42.0%
IVVB price history and return analytics
+72.2%
-30.1%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.2% |
| 7D | -0.6% | -0.7% | +0.1% | -0.2% |
| 30D | -2.0% | -1.7% | -0.2% | -1.0% |
| 3M | -0.7% | -2.3% | +1.6% | +0.6% |
| 6M | +2.7% | +1.5% | +1.2% | +1.6% |
| YTD | +6.4% | +12.0% | -5.6% | -1.0% |
| 1Y | +6.8% | +12.9% | -6.0% | -1.0% |
| 3Y | +43.6% | +74.9% | -31.3% | +1.2% |
| All | +42.0% | +72.2% | -30.1% | +1.3% |
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