+307.4%
IVV vs AGI
+335.7%
-28.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.3% | +5.0% | 0.0% |
| 7D | -0.6% | +13.9% | -14.5% | -1.4% |
| 30D | -3.7% | -6.2% | +2.6% | -3.4% |
| 3M | -2.7% | -6.9% | +4.2% | -2.5% |
| 6M | +2.2% | -28.7% | +31.0% | +3.8% |
| YTD | +10.9% | -19.8% | +30.7% | +11.5% |
| 1Y | +11.3% | -4.8% | +16.1% | +10.9% |
| 3Y | +76.9% | +144.3% | -67.4% | +66.7% |
| 5Y | +73.5% | +277.2% | -203.7% | +59.4% |
| 10Y | +307.4% | +365.9% | -58.5% | +278.1% |
| All | +307.4% | +335.7% | -28.3% | +278.1% |
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