+62.4%
EWY vs IVV
+14.7%
+47.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.5% | -6.5% |
| 7D | -8.3% | -0.7% | -7.6% | -6.4% |
| 30D | -20.5% | -1.0% | -19.5% | -17.9% |
| 3M | -11.1% | -0.3% | -10.8% | -9.8% |
| 6M | -7.0% | +7.4% | -14.4% | -19.9% |
| YTD | +56.5% | +13.4% | +43.1% | +19.4% |
| 1Y | +62.4% | +14.8% | +47.6% | +21.7% |
| All | +62.4% | +14.7% | +47.7% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling