+308.1%
IVV vs A
+311.0%
-2.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | +0.2% |
| 7D | -0.6% | +1.4% | -2.0% | -1.1% |
| 30D | -3.7% | +4.3% | -8.0% | -5.3% |
| 3M | -2.7% | +19.8% | -22.5% | -10.0% |
| 6M | +2.2% | +54.4% | -52.1% | -15.9% |
| YTD | +10.9% | +31.7% | -20.8% | -2.9% |
| 1Y | +11.3% | +22.4% | -11.1% | +0.5% |
| 3Y | +76.9% | +67.7% | +9.2% | +32.4% |
| 5Y | +73.5% | +15.7% | +57.7% | +52.1% |
| All | +308.1% | +311.0% | -2.9% | +103.1% |
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