+29.2%
ALL vs IVZ
+50.2%
-21.0%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | -2.2% | +1.2% | -3.4% | -2.1% |
| 30D | -5.6% | +1.8% | -7.4% | -5.4% |
| 3M | +17.2% | +15.7% | +1.5% | +18.5% |
| 6M | +23.2% | +36.3% | -13.1% | +23.6% |
| YTD | +23.6% | +24.9% | -1.3% | +24.1% |
| 1Y | +29.2% | +48.9% | -19.8% | +24.5% |
| All | +29.2% | +50.2% | -21.0% | +24.5% |
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