+306.5%
IVV vs ACN
+160.5%
+146.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +1.0% |
| 7D | -2.7% | +0.9% | -3.6% | -3.1% |
| 30D | -5.4% | +33.5% | -38.9% | -15.9% |
| 3M | -4.1% | +53.5% | -57.5% | -20.5% |
| 6M | +0.7% | +52.2% | -51.5% | -18.4% |
| YTD | +8.7% | -0.1% | +8.8% | +6.3% |
| 1Y | +11.0% | +11.0% | -0.1% | +2.2% |
| 3Y | +75.4% | -11.8% | +87.2% | +75.4% |
| 5Y | +68.3% | -22.8% | +91.1% | +77.8% |
| All | +306.5% | +160.5% | +146.0% | +123.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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