+82.3%
IVV vs AIG
+53.4%
+28.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | -0.4% | -1.4% | +1.1% | +0.1% |
| 30D | -1.4% | -3.3% | +2.0% | -0.3% |
| 3M | +3.7% | +2.2% | +1.5% | +2.6% |
| 6M | +13.0% | -2.1% | +15.2% | +13.3% |
| YTD | +12.4% | -11.2% | +23.6% | +16.2% |
| 1Y | +18.6% | -2.1% | +20.7% | +17.7% |
| 3Y | +78.1% | +34.4% | +43.7% | +54.5% |
| 5Y | +82.3% | +53.7% | +28.6% | +46.6% |
| All | +82.3% | +53.4% | +28.9% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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