+310.3%
IVV vs AGI
+389.5%
-79.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | +2.6% | -10.1% | +12.7% | +3.2% |
| 30D | -2.0% | -6.5% | +4.5% | -1.7% |
| 3M | -2.8% | -12.8% | +10.0% | -2.2% |
| 6M | +2.2% | -34.3% | +36.5% | +4.3% |
| YTD | +11.5% | -25.6% | +37.1% | +12.7% |
| 1Y | +13.5% | -14.2% | +27.7% | +13.7% |
| 3Y | +78.1% | +127.3% | -49.2% | +68.5% |
| 5Y | +73.1% | +241.8% | -168.6% | +59.8% |
| All | +310.3% | +389.5% | -79.2% | +281.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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