+315.2%
IVV vs ACN
+91.6%
+223.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | +0.9% |
| 7D | +0.1% | -1.5% | +1.6% | +0.7% |
| 30D | +0.1% | +9.4% | -9.3% | -3.8% |
| 3M | +2.0% | +5.6% | -3.7% | -2.2% |
| 6M | +13.0% | -9.3% | +22.3% | +14.9% |
| YTD | +13.6% | -29.0% | +42.6% | +28.8% |
| 1Y | +20.1% | -24.7% | +44.7% | +31.1% |
| 3Y | +77.6% | -39.8% | +117.4% | +110.9% |
| 5Y | +82.5% | -40.9% | +123.4% | +113.4% |
| All | +315.2% | +91.6% | +223.6% | +162.2% |
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