+43.3%
IVVB price history and return analytics
+77.2%
-33.9%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | 0.0% | +0.4% | -0.4% | -0.2% |
| 30D | +0.2% | +1.0% | -0.7% | -0.3% |
| 3M | +2.6% | +2.4% | +0.2% | +1.1% |
| 6M | +6.7% | +12.0% | -5.3% | -0.5% |
| YTD | +7.4% | +15.3% | -7.9% | -1.7% |
| 1Y | +11.7% | +22.6% | -10.8% | -1.6% |
| 3Y | +41.4% | +74.7% | -33.3% | 0.0% |
| All | +43.3% | +77.2% | -33.9% | +0.6% |
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