+38.8%
IVZ price history and return analytics
+57.5%
-18.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.6% |
| 7D | +2.2% | -0.1% | +2.3% | +2.8% |
| 30D | -2.2% | -3.1% | +0.9% | +3.4% |
| 3M | -8.4% | -3.5% | -4.9% | -2.5% |
| 6M | +6.2% | +0.5% | +5.7% | +6.2% |
| YTD | +12.4% | +10.8% | +1.6% | -3.7% |
| 1Y | +26.0% | +11.9% | +14.1% | +6.3% |
| 3Y | +147.9% | +73.0% | +74.9% | +6.1% |
| 5Y | +38.8% | +58.6% | -19.8% | -29.6% |
| All | +38.8% | +57.5% | -18.8% | -29.6% |
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 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