+50.6%
IVVM price history and return analytics
+71.0%
-20.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -0.1% |
| 7D | +0.2% | +0.4% | -0.1% | 0.0% |
| 30D | -1.8% | -2.6% | +0.8% | -0.3% |
| 3M | -0.7% | -3.2% | +2.5% | +1.2% |
| 6M | +2.9% | +0.9% | +2.0% | +2.1% |
| YTD | +8.0% | +11.3% | -3.3% | +0.5% |
| 1Y | +10.0% | +14.0% | -4.0% | +0.8% |
| 3Y | +49.8% | +75.8% | -26.0% | +5.9% |
| All | +50.6% | +71.0% | -20.5% | +7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling