+391.6%
IVW price history and return analytics
+221.8%
+169.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.6% |
| 7D | +2.3% | +2.4% | -0.1% | -0.4% |
| 30D | -6.5% | -1.5% | -5.0% | -4.8% |
| 3M | -6.9% | -4.1% | -2.8% | -2.2% |
| 6M | -3.2% | +0.6% | -3.8% | -3.5% |
| YTD | +7.9% | +11.0% | -3.2% | -3.8% |
| 1Y | +10.1% | +13.3% | -3.2% | -4.0% |
| 3Y | +90.2% | +73.4% | +16.8% | +4.4% |
| 5Y | +66.6% | +57.4% | +9.2% | +2.3% |
| All | +391.6% | +221.8% | +169.8% | +50.6% |
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 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