+377.4%
IVV vs ANET
+5,373.0%
-4,995.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.2% |
| 7D | -2.0% | -1.3% | -0.7% | -1.8% |
| 30D | -1.6% | -4.5% | +2.8% | -0.9% |
| 3M | +4.8% | +24.5% | -19.8% | -0.4% |
| 6M | +12.6% | +35.4% | -22.8% | +4.3% |
| YTD | +11.8% | +44.2% | -32.5% | +1.6% |
| 1Y | +17.6% | +25.4% | -7.8% | +9.2% |
| 3Y | +77.0% | +284.8% | -207.8% | +25.1% |
| 5Y | +82.6% | +761.7% | -679.1% | +6.3% |
| 10Y | +319.6% | +3,691.2% | -3,371.6% | +91.9% |
| All | +377.4% | +5,373.0% | -4,995.6% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ANET.
Daily Out/Under-Performance
Portfolio return minus ANET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ANET 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 ANET 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