+60.0%
IVZ price history and return analytics
+65.7%
-5.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | +0.3% |
| 7D | +1.2% | -0.1% | +1.3% | +1.4% |
| 30D | +1.8% | -0.7% | +2.4% | +3.0% |
| 3M | +15.7% | +4.0% | +11.7% | +9.0% |
| 6M | +36.3% | +12.3% | +24.0% | +13.3% |
| YTD | +24.9% | +14.0% | +10.9% | +1.6% |
| 1Y | +48.9% | +20.3% | +28.6% | +11.1% |
| 3Y | +136.8% | +75.4% | +61.4% | -1.7% |
| 5Y | +60.0% | +66.0% | -6.0% | -24.2% |
| All | +60.0% | +65.7% | -5.7% | -24.2% |
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