+310.3%
IVV vs A
+302.9%
+7.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -1.0% | -0.6% |
| 7D | +2.6% | -0.5% | +3.0% | +2.7% |
| 30D | -2.0% | 0.0% | -2.0% | -2.0% |
| 3M | -2.8% | +16.7% | -19.5% | -9.1% |
| 6M | +2.2% | +54.8% | -52.7% | -16.1% |
| YTD | +11.5% | +28.8% | -17.3% | -1.4% |
| 1Y | +13.5% | +19.3% | -5.8% | +3.6% |
| 3Y | +78.1% | +65.5% | +12.6% | +33.9% |
| 5Y | +73.1% | +12.1% | +61.1% | +53.9% |
| All | +310.3% | +302.9% | +7.5% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling