+174.9%
IVV vs ACI
+32.8%
+142.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.3% | -0.4% |
| 7D | +2.6% | +2.3% | +0.3% | +2.4% |
| 30D | -2.0% | +1.2% | -3.2% | -2.1% |
| 3M | -2.8% | +6.8% | -9.6% | -3.3% |
| 6M | +2.2% | -18.7% | +20.9% | +3.4% |
| YTD | +11.5% | -20.2% | +31.7% | +12.8% |
| 1Y | +13.5% | -23.7% | +37.2% | +15.2% |
| 3Y | +78.1% | -31.6% | +109.7% | +81.7% |
| 5Y | +73.1% | -42.8% | +115.9% | +77.1% |
| All | +174.9% | +32.8% | +142.0% | +163.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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