-32.0%
APP vs IVV
+13.0%
-45.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.1% | +0.6% |
| 7D | +48.9% | -0.9% | +49.9% | +48.4% |
| 30D | +49.4% | -2.3% | +51.8% | +54.7% |
| 3M | +27.0% | -1.2% | +28.2% | +27.9% |
| 6M | -15.4% | +3.3% | -18.7% | -22.5% |
| YTD | -39.9% | +12.3% | -52.3% | -53.5% |
| 1Y | -32.0% | +12.5% | -44.5% | -47.3% |
| All | -32.0% | +13.0% | -45.0% | -47.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling