+75.6%
IVV vs A
+14.4%
+61.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.5% |
| 7D | -0.9% | -0.1% | -0.8% | -0.9% |
| 30D | -2.3% | +3.3% | -5.6% | -3.4% |
| 3M | -1.2% | +18.5% | -19.7% | -6.6% |
| 6M | +3.3% | +59.3% | -56.0% | -12.3% |
| YTD | +12.3% | +31.0% | -18.7% | +1.8% |
| 1Y | +12.5% | +19.3% | -6.8% | +5.3% |
| 3Y | +79.2% | +66.8% | +12.3% | +41.6% |
| 5Y | +75.6% | +15.5% | +60.1% | +56.3% |
| All | +75.6% | +14.4% | +61.2% | +56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling