+57.4%
AA vs IVZ
+48.1%
+9.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.6% |
| 7D | -5.4% | -2.4% | -3.0% | -4.5% |
| 30D | -10.7% | +2.5% | -13.2% | -11.9% |
| 3M | -26.2% | +17.1% | -43.2% | -31.6% |
| 6M | -20.9% | +35.1% | -56.1% | -31.1% |
| YTD | -8.6% | +24.3% | -32.9% | -19.4% |
| 1Y | +57.4% | +48.7% | +8.7% | +21.2% |
| All | +57.4% | +48.1% | +9.3% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling