+45,422.9%
AAPL vs IVV
+764.0%
+44,658.9%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.1% |
| 6M | +22.1% | +13.0% | +9.1% | +5.6% |
| YTD | +18.0% | +13.6% | +4.4% | +1.5% |
| 1Y | +33.9% | +20.1% | +13.9% | +7.9% |
| 3Y | +71.2% | +77.6% | -6.4% | -11.2% |
| 5Y | +112.6% | +82.5% | +30.1% | +8.8% |
| 10Y | +1,198.8% | +316.5% | +882.2% | +172.5% |
| All | +45,422.9% | +764.0% | +44,658.9% | +5,624.4% |
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 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