-97.2%
IVVD price history and return analytics
+63.6%
-160.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +3.1% |
| 7D | +3.4% | +2.4% | +1.0% | 0.0% |
| 30D | -4.3% | -1.5% | -2.8% | -1.4% |
| 3M | -15.2% | -4.1% | -11.0% | -8.7% |
| 6M | -60.4% | +0.6% | -61.0% | -60.3% |
| YTD | -76.4% | +11.0% | -87.5% | -79.4% |
| 1Y | -67.1% | +13.3% | -80.5% | -72.1% |
| 3Y | -61.2% | +73.4% | -134.6% | -81.5% |
| 5Y | -97.0% | +57.4% | -154.4% | -98.2% |
| All | -97.2% | +63.6% | -160.8% | -98.4% |
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