+39.1%
BKNG vs IVV
+77.0%
-37.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.4% |
| 7D | -13.1% | -0.4% | -12.8% | -12.8% |
| 30D | -18.5% | -1.4% | -17.2% | -17.4% |
| 3M | +5.8% | +3.7% | +2.1% | +1.8% |
| 6M | -2.1% | +13.0% | -15.2% | -14.1% |
| YTD | -18.6% | +12.4% | -31.1% | -28.0% |
| 1Y | -21.7% | +18.6% | -40.3% | -34.5% |
| All | +39.1% | +77.0% | -37.8% | -26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling