+67.8%
IVV vs AMC
-99.3%
+167.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -12.5% | +8.1% | -3.8% |
| 7D | -4.8% | 0.0% | -4.8% | -4.8% |
| 30D | -5.9% | +4.4% | -10.3% | -6.1% |
| 3M | -4.5% | +15.4% | -19.9% | -5.3% |
| 6M | +1.8% | +93.7% | -91.9% | -2.4% |
| YTD | +8.4% | +97.4% | -89.1% | +3.3% |
| 1Y | +9.4% | +23.2% | -13.8% | +6.6% |
| 3Y | +75.3% | -71.3% | +146.5% | +78.7% |
| 5Y | +67.8% | -99.3% | +167.0% | +95.8% |
| All | +67.8% | -99.3% | +167.0% | +95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling