+73.5%
IVV vs ASX
+497.4%
-424.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.3% | -3.6% | -1.1% |
| 7D | -0.6% | -9.1% | +8.5% | +1.0% |
| 30D | -3.7% | -23.6% | +19.9% | +1.5% |
| 3M | -2.7% | -5.6% | +2.9% | -3.3% |
| 6M | +2.2% | +4.7% | -2.5% | -3.4% |
| YTD | +10.9% | +122.6% | -111.7% | -16.7% |
| 1Y | +11.3% | +133.0% | -121.7% | -17.6% |
| 3Y | +76.9% | +367.1% | -290.2% | 0.0% |
| 5Y | +73.5% | +504.7% | -431.3% | -13.9% |
| All | +73.5% | +497.4% | -424.0% | -13.9% |
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 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