+322.1%
IVV vs AGI
+398.0%
-75.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.5% |
| 7D | -0.4% | +2.2% | -2.6% | -0.5% |
| 30D | -1.4% | +11.3% | -12.6% | -2.0% |
| 3M | +3.7% | +5.6% | -1.9% | +3.2% |
| 6M | +13.0% | -27.7% | +40.7% | +14.6% |
| YTD | +12.4% | -4.1% | +16.5% | +12.1% |
| 1Y | +18.6% | +13.8% | +4.8% | +16.9% |
| 3Y | +78.1% | +217.0% | -139.0% | +65.6% |
| 5Y | +82.3% | +404.3% | -322.1% | +65.4% |
| 10Y | +322.1% | +400.5% | -78.4% | +287.0% |
| All | +322.1% | +398.0% | -75.9% | +287.0% |
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