+67.8%
IVV vs ASX
+414.3%
-346.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -20.8% | +16.4% | +0.5% |
| 7D | -4.8% | -33.3% | +28.5% | +4.1% |
| 30D | -5.9% | -36.5% | +30.5% | +3.6% |
| 3M | -4.5% | -19.2% | +14.7% | -1.4% |
| 6M | +1.8% | -10.2% | +12.1% | -0.2% |
| YTD | +8.4% | +86.5% | -78.1% | -14.9% |
| 1Y | +9.4% | +89.6% | -80.2% | -14.6% |
| 3Y | +75.3% | +298.6% | -223.3% | +3.1% |
| 5Y | +67.8% | +414.3% | -346.5% | -13.0% |
| All | +67.8% | +414.3% | -346.5% | -13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling