+37.2%
GOOG vs IVV
+18.9%
+18.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.5% |
| 7D | -1.6% | -0.4% | -1.2% | -1.1% |
| 30D | -7.7% | -1.4% | -6.3% | -5.9% |
| 3M | -9.3% | +3.7% | -13.0% | -13.4% |
| 6M | +7.4% | +13.0% | -5.6% | -8.7% |
| YTD | +4.9% | +12.4% | -7.6% | -10.5% |
| 1Y | +37.2% | +18.6% | +18.6% | +6.2% |
| All | +37.2% | +18.9% | +18.3% | +6.2% |
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