+19.4%
IVV vs AEM
+31.9%
-12.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.5% |
| 7D | +0.5% | +4.3% | -3.8% | 0.0% |
| 30D | -1.0% | +13.1% | -14.1% | -2.4% |
| 3M | +3.9% | +24.8% | -20.9% | +1.0% |
| 6M | +14.5% | -8.2% | +22.7% | +14.3% |
| YTD | +12.9% | +19.8% | -6.9% | +10.0% |
| 1Y | +19.4% | +32.1% | -12.7% | +14.6% |
| All | +19.4% | +31.9% | -12.5% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling