+74.8%
IVV vs AMC
-72.0%
+146.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -12.5% | +8.1% | -4.0% |
| 7D | -4.8% | 0.0% | -4.8% | -4.7% |
| 30D | -5.9% | +4.4% | -10.3% | -6.1% |
| 3M | -4.5% | +15.4% | -19.9% | -5.1% |
| 6M | +1.8% | +93.7% | -91.9% | -1.4% |
| YTD | +8.4% | +97.4% | -89.1% | +4.5% |
| 1Y | +9.4% | +23.2% | -13.8% | +7.1% |
| All | +74.8% | -72.0% | +146.8% | +76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling