+306.5%
IVV vs ALL
+370.9%
-64.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.5% | +4.8% | +1.9% |
| 7D | -2.7% | -1.9% | -0.8% | -2.1% |
| 30D | -5.4% | +13.8% | -19.1% | -9.9% |
| 3M | -4.1% | -7.0% | +2.9% | -2.0% |
| 6M | +0.7% | +18.0% | -17.3% | -6.5% |
| YTD | +8.7% | +24.2% | -15.5% | -1.7% |
| 1Y | +11.0% | +31.2% | -20.2% | -2.0% |
| 3Y | +75.4% | +107.5% | -32.1% | +23.5% |
| 5Y | +68.3% | +144.8% | -76.5% | +5.5% |
| All | +306.5% | +370.9% | -64.4% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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