+1,614.4%
BKNG vs IVV
+758.8%
+855.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.0% |
| 7D | -7.9% | +0.5% | -8.4% | -8.4% |
| 30D | -15.9% | -1.0% | -14.9% | -14.9% |
| 3M | +11.1% | +3.9% | +7.2% | +5.7% |
| 6M | -0.7% | +14.5% | -15.2% | -16.7% |
| YTD | -15.4% | +12.9% | -28.3% | -27.7% |
| 1Y | -18.5% | +19.4% | -37.9% | -35.2% |
| 3Y | +46.5% | +78.8% | -32.3% | -30.6% |
| 5Y | +98.8% | +82.2% | +16.6% | -7.7% |
| 10Y | +218.4% | +313.7% | -95.3% | -49.9% |
| All | +1,614.4% | +758.8% | +855.7% | +40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling