+555.5%
AMZN vs IVV
+313.5%
+242.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.1% |
| 7D | +0.8% | +0.5% | +0.3% | +0.2% |
| 30D | -6.4% | -1.0% | -5.4% | -5.3% |
| 3M | +4.8% | +3.9% | +0.9% | +0.3% |
| 6M | +20.5% | +14.5% | +6.0% | +3.0% |
| YTD | +11.3% | +12.9% | -1.6% | -3.3% |
| 1Y | +9.0% | +19.4% | -10.4% | -11.1% |
| 3Y | +85.9% | +78.8% | +7.1% | -2.6% |
| 5Y | +45.8% | +82.2% | -36.4% | -23.0% |
| 10Y | +555.5% | +313.7% | +241.8% | +39.3% |
| All | +555.5% | +313.5% | +242.0% | +39.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling