+84.2%
ASML vs IVV
+76.7%
+7.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.6% | -5.2% | -6.5% |
| 7D | -10.0% | -0.7% | -9.3% | -8.9% |
| 30D | -19.4% | -1.0% | -18.4% | -17.8% |
| 3M | -12.5% | -0.3% | -12.2% | -12.0% |
| 6M | +8.2% | +7.4% | +0.9% | -3.3% |
| YTD | +40.7% | +13.4% | +27.3% | +15.4% |
| 1Y | +46.1% | +14.8% | +31.3% | +17.5% |
| 3Y | +138.5% | +83.3% | +55.1% | -12.7% |
| 5Y | +84.2% | +76.1% | +8.0% | -24.8% |
| All | +84.2% | +76.7% | +7.5% | -24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling