+122.5%
CRWV vs IVV
+37.2%
+85.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -2.4% |
| 7D | -0.4% | -0.8% | +0.4% | +1.6% |
| 30D | -17.4% | -1.1% | -16.3% | -15.0% |
| 3M | -7.1% | +3.9% | -11.0% | -14.3% |
| 6M | +8.6% | +13.6% | -5.1% | -19.2% |
| YTD | +24.3% | +12.7% | +11.6% | -4.3% |
| 1Y | -21.0% | +17.6% | -38.6% | -43.6% |
| All | +122.5% | +37.2% | +85.3% | +13.4% |
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 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