+60.0%
IVZ price history and return analytics
+229.8%
-169.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | -0.3% |
| 7D | -2.4% | -1.1% | -1.3% | -0.6% |
| 30D | +3.0% | -1.0% | +4.0% | +4.8% |
| 3M | +14.9% | +3.2% | +11.7% | +9.6% |
| 6M | +36.7% | +12.5% | +24.3% | +13.3% |
| YTD | +25.7% | +14.1% | +11.6% | +2.1% |
| 1Y | +47.7% | +18.9% | +28.8% | +12.3% |
| 3Y | +138.8% | +74.1% | +64.7% | +0.3% |
| 5Y | +62.1% | +66.9% | -4.8% | -24.7% |
| All | +60.0% | +229.8% | -169.8% | -71.6% |
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