+83.1%
IVV vs AEM
+295.5%
-212.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.7% | -0.3% |
| 7D | +0.1% | -0.5% | +0.6% | +0.2% |
| 30D | +0.1% | +24.0% | -23.9% | -2.5% |
| 3M | +2.0% | +16.1% | -14.1% | -0.1% |
| 6M | +13.0% | -11.6% | +24.7% | +13.8% |
| YTD | +13.6% | +21.5% | -8.0% | +10.0% |
| 1Y | +20.1% | +39.2% | -19.1% | +14.2% |
| 3Y | +77.6% | +347.4% | -269.8% | +43.9% |
| All | +83.1% | +295.5% | -212.4% | +46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling