+33.4%
AAPL vs IVV
+19.4%
+14.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | -2.7% | +0.5% | -3.2% | -3.1% |
| 30D | +1.0% | -1.0% | +2.0% | +1.7% |
| 3M | +5.0% | +3.9% | +1.1% | +2.0% |
| 6M | +23.0% | +14.5% | +8.5% | +9.4% |
| YTD | +16.6% | +12.9% | +3.7% | +5.3% |
| 1Y | +33.4% | +19.4% | +14.1% | +14.9% |
| All | +33.4% | +19.4% | +14.0% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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