+776.1%
IVV vs ALL
+1,775.3%
-999.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | +0.1% |
| 7D | +0.1% | 0.0% | +0.1% | +0.1% |
| 30D | +0.1% | -1.5% | +1.6% | +0.5% |
| 3M | +2.0% | +23.6% | -21.6% | -6.7% |
| 6M | +13.0% | +22.3% | -9.3% | +3.5% |
| YTD | +13.6% | +26.5% | -12.9% | +2.3% |
| 1Y | +20.1% | +27.0% | -6.9% | +7.5% |
| 3Y | +77.6% | +149.6% | -72.0% | +18.9% |
| 5Y | +82.5% | +118.1% | -35.6% | +25.6% |
| 10Y | +316.5% | +369.0% | -52.4% | +107.4% |
| All | +776.1% | +1,775.3% | -999.1% | +160.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling