+315.1%
IVV vs ASX
+863.2%
-548.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +0.1% | -0.7% | +0.8% | +0.3% |
| 30D | +0.1% | +2.0% | -1.9% | -0.7% |
| 3M | +2.0% | -1.3% | +3.3% | +0.4% |
| 6M | +13.0% | +71.4% | -58.4% | -5.3% |
| YTD | +13.6% | +135.3% | -121.7% | -13.3% |
| 1Y | +20.1% | +267.5% | -247.4% | -20.0% |
| 3Y | +77.6% | +388.5% | -310.9% | +5.7% |
| 5Y | +82.5% | +417.1% | -334.6% | +3.1% |
| All | +315.1% | +863.2% | -548.0% | +81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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