+306.5%
IVV vs ASX
+754.3%
-447.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.4% | -6.1% | -1.2% |
| 7D | -2.7% | -19.9% | +17.2% | +2.2% |
| 30D | -5.4% | -30.9% | +25.5% | +2.5% |
| 3M | -4.1% | -15.1% | +11.0% | -2.0% |
| 6M | +0.7% | -6.5% | +7.2% | -2.0% |
| YTD | +8.7% | +98.4% | -89.7% | -14.8% |
| 1Y | +11.0% | +107.9% | -96.9% | -14.3% |
| 3Y | +75.4% | +325.3% | -249.8% | +6.3% |
| 5Y | +68.3% | +447.3% | -379.0% | -7.8% |
| All | +306.5% | +754.3% | -447.7% | +79.9% |
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