-2.1%
GOOG vs IVV
+11.6%
-13.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | +2.4% | -0.6% | +3.0% | +2.8% |
| 30D | -18.1% | -3.7% | -14.4% | -14.0% |
| 3M | -19.9% | -2.7% | -17.1% | -17.0% |
| 6M | -28.2% | +2.2% | -30.4% | -30.5% |
| YTD | -9.0% | +10.9% | -19.9% | -21.6% |
| All | -2.1% | +11.6% | -13.6% | -15.9% |
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