+49,793.6%
AAPL vs IVV
+746.5%
+49,047.0%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.4% | +0.1% | -0.2% |
| 7D | +3.7% | +0.1% | +3.6% | +3.4% |
| 30D | +4.2% | -3.3% | +7.5% | +8.0% |
| 3M | +12.0% | -2.4% | +14.4% | +14.7% |
| 6M | +19.8% | +2.6% | +17.2% | +15.4% |
| YTD | +29.3% | +11.3% | +18.1% | +13.5% |
| 1Y | +31.1% | +13.4% | +17.7% | +12.4% |
| 3Y | +94.9% | +80.3% | +14.6% | -0.8% |
| 5Y | +138.1% | +72.7% | +65.3% | +29.2% |
| 10Y | +1,276.0% | +309.6% | +966.3% | +193.7% |
| All | +49,793.6% | +746.5% | +49,047.0% | +6,302.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling