+109.4%
AAPL vs IVV
+82.6%
+26.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.0% |
| 7D | +0.1% | +0.1% | 0.0% | -0.1% |
| 30D | +3.0% | +0.1% | +2.9% | +2.8% |
| 3M | +2.9% | +2.0% | +0.9% | 0.0% |
| 6M | +22.1% | +13.0% | +9.1% | +4.6% |
| YTD | +18.0% | +13.6% | +4.4% | +0.5% |
| 1Y | +33.9% | +20.1% | +13.9% | +6.3% |
| 3Y | +71.2% | +77.6% | -6.4% | -16.7% |
| All | +109.4% | +82.6% | +26.8% | -1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling