+403.0%
IVV vs AMC
-97.8%
+500.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -12.5% | +8.1% | -4.1% |
| 7D | -4.8% | 0.0% | -4.8% | -4.8% |
| 30D | -5.9% | +4.4% | -10.3% | -6.0% |
| 3M | -4.5% | +15.4% | -19.9% | -4.9% |
| 6M | +1.8% | +93.7% | -91.9% | -0.2% |
| YTD | +8.4% | +97.4% | -89.1% | +6.0% |
| 1Y | +9.4% | +23.2% | -13.8% | +8.1% |
| 3Y | +75.3% | -71.3% | +146.5% | +76.1% |
| 5Y | +67.8% | -99.3% | +167.0% | +75.7% |
| 10Y | +314.2% | -98.7% | +412.9% | +325.3% |
| All | +403.0% | -97.8% | +500.8% | +360.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling