+168.0%
IVV vs ACI
+29.9%
+138.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +0.6% |
| 7D | -2.7% | -2.2% | -0.5% | -2.6% |
| 30D | -5.4% | +10.3% | -15.7% | -6.1% |
| 3M | -4.1% | +7.2% | -11.2% | -4.6% |
| 6M | +0.7% | -18.0% | +18.7% | +1.8% |
| YTD | +8.7% | -22.0% | +30.7% | +10.1% |
| 1Y | +11.0% | -23.4% | +34.3% | +12.5% |
| 3Y | +75.4% | -35.8% | +111.3% | +80.1% |
| 5Y | +68.3% | -43.7% | +112.0% | +72.4% |
| All | +168.0% | +29.9% | +138.1% | +156.9% |
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