+738.6%
IVV vs AEE
+904.7%
-166.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -2.7% | +2.1% | -4.8% | -3.6% |
| 30D | -5.4% | +11.4% | -16.7% | -10.0% |
| 3M | -4.1% | +5.0% | -9.0% | -6.3% |
| 6M | +0.7% | +4.4% | -3.7% | -1.9% |
| YTD | +8.7% | +15.4% | -6.7% | +0.8% |
| 1Y | +11.0% | +13.8% | -2.8% | +3.4% |
| 3Y | +75.4% | +58.0% | +17.4% | +37.5% |
| 5Y | +68.3% | +52.9% | +15.4% | +32.2% |
| 10Y | +315.5% | +205.1% | +110.5% | +121.9% |
| All | +738.6% | +904.7% | -166.0% | +162.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 all: compounded portfolio wealth divided by compounded AEE 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…
all analysis · Full analysis span regression · 6 months rolling