+209.2%
BKNG vs IVV
+325.0%
-115.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -1.1% |
| 7D | -10.0% | -0.8% | -9.2% | -9.2% |
| 30D | -18.1% | -1.1% | -17.0% | -17.1% |
| 3M | +6.3% | +3.9% | +2.4% | +1.8% |
| 6M | +0.8% | +13.6% | -12.8% | -12.7% |
| YTD | -18.4% | +12.7% | -31.1% | -28.6% |
| 1Y | -20.4% | +17.6% | -38.0% | -33.6% |
| 3Y | +39.5% | +77.3% | -37.8% | -26.3% |
| 5Y | +92.7% | +84.1% | +8.6% | -1.6% |
| All | +209.2% | +325.0% | -115.8% | -32.6% |
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