-67.8%
IVA vs SPY
+81.0%
-148.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.5% |
| 7D | -8.4% | -0.4% | -8.1% | -8.3% |
| 30D | -6.3% | -1.4% | -4.9% | -5.8% |
| 3M | +12.1% | +3.7% | +8.4% | +10.7% |
| 6M | -30.3% | +13.0% | -43.3% | -33.0% |
| YTD | -4.3% | +12.4% | -16.7% | -8.0% |
| 1Y | -17.0% | +18.5% | -35.5% | -21.1% |
| 3Y | +25.7% | +77.6% | -51.9% | +14.4% |
| 5Y | -67.8% | +81.7% | -149.4% | -69.6% |
| All | -67.8% | +81.0% | -148.7% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 2021-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPY 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling