+93.1%
BKNG vs IVV
+80.3%
+12.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.2% |
| 7D | -10.7% | -2.0% | -8.7% | -8.6% |
| 30D | -18.1% | -1.6% | -16.5% | -16.6% |
| 3M | +8.5% | +4.8% | +3.8% | +3.0% |
| 6M | -0.1% | +12.6% | -12.6% | -12.7% |
| YTD | -18.2% | +11.8% | -30.0% | -27.9% |
| 1Y | -19.9% | +17.6% | -37.4% | -33.2% |
| 3Y | +41.6% | +77.0% | -35.4% | -26.4% |
| 5Y | +93.1% | +82.6% | +10.5% | -0.5% |
| All | +93.1% | +80.3% | +12.8% | -0.5% |
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