+209.9%
BKNG vs IVV
+325.0%
-115.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.9% |
| 7D | -9.8% | -0.8% | -9.0% | -9.0% |
| 30D | -17.9% | -1.1% | -16.8% | -16.9% |
| 3M | +6.6% | +3.9% | +2.7% | +2.0% |
| 6M | +1.1% | +13.6% | -12.5% | -12.5% |
| YTD | -18.2% | +12.7% | -30.9% | -28.5% |
| 1Y | -20.2% | +17.6% | -37.8% | -33.4% |
| 3Y | +39.9% | +77.3% | -37.5% | -26.1% |
| 5Y | +93.1% | +84.1% | +9.0% | -1.3% |
| All | +209.9% | +325.0% | -115.1% | -32.4% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling