+73.1%
IVV vs ALL
+161.6%
-88.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +2.6% | +5.0% | -2.5% | +1.6% |
| 30D | -2.0% | +13.3% | -15.3% | -4.4% |
| 3M | -2.8% | +3.2% | -5.9% | -3.5% |
| 6M | +2.2% | +25.3% | -23.2% | -3.1% |
| YTD | +11.5% | +30.5% | -18.9% | +4.5% |
| 1Y | +13.5% | +29.2% | -15.7% | +6.5% |
| 3Y | +78.1% | +119.1% | -41.0% | +42.8% |
| All | +73.1% | +161.6% | -88.5% | +30.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling