+306.5%
IVV vs AMC
-98.7%
+405.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | +0.3% |
| 7D | -2.7% | +2.6% | -5.3% | -2.8% |
| 30D | -5.4% | +9.0% | -14.4% | -5.5% |
| 3M | -4.1% | +22.2% | -26.2% | -4.5% |
| 6M | +0.7% | +91.5% | -90.7% | -1.0% |
| YTD | +8.7% | +101.3% | -92.5% | +6.6% |
| 1Y | +11.0% | +20.8% | -9.8% | +9.8% |
| 3Y | +75.4% | -71.3% | +146.8% | +76.1% |
| 5Y | +68.3% | -99.2% | +167.6% | +74.9% |
| All | +306.5% | -98.7% | +405.2% | +293.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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