+1,174.9%
IVV vs AGI
+5,459.2%
-4,284.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.3% |
| 7D | +0.1% | +0.6% | -0.5% | +0.1% |
| 30D | +0.1% | +18.2% | -18.2% | -0.7% |
| 3M | +2.0% | -4.1% | +6.1% | +2.0% |
| 6M | +13.0% | -28.7% | +41.7% | +14.4% |
| YTD | +13.6% | -4.0% | +17.6% | +13.3% |
| 1Y | +20.1% | +17.4% | +2.7% | +18.6% |
| 3Y | +77.6% | +203.0% | -125.4% | +67.7% |
| 5Y | +82.5% | +376.7% | -294.2% | +68.4% |
| 10Y | +316.5% | +407.5% | -91.0% | +275.4% |
| All | +1,174.9% | +5,459.2% | -4,284.3% | +980.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling