+309.6%
IVV vs ACN
+159.3%
+150.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.7% | +3.2% |
| 7D | +0.1% | -2.5% | +2.6% | +1.0% |
| 30D | -3.3% | +22.6% | -26.0% | -11.2% |
| 3M | -2.4% | +45.9% | -48.3% | -17.6% |
| 6M | +2.6% | +43.8% | -41.2% | -14.9% |
| YTD | +11.3% | -2.5% | +13.8% | +9.7% |
| 1Y | +13.4% | +6.5% | +7.0% | +6.4% |
| 3Y | +80.3% | -14.2% | +94.5% | +82.3% |
| 5Y | +72.7% | -24.4% | +97.1% | +83.7% |
| 10Y | +309.6% | +156.3% | +153.3% | +123.8% |
| All | +309.6% | +159.3% | +150.4% | +123.8% |
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