+322.1%
IVV vs AU
+684.1%
-362.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.1% | -0.4% |
| 7D | -0.4% | +0.6% | -1.0% | -0.4% |
| 30D | -1.4% | +12.3% | -13.7% | -2.1% |
| 3M | +3.7% | +29.4% | -25.7% | +2.0% |
| 6M | +13.0% | +3.2% | +9.8% | +12.3% |
| YTD | +12.4% | +31.8% | -19.4% | +10.1% |
| 1Y | +18.6% | +83.4% | -64.8% | +13.9% |
| 3Y | +78.1% | +623.1% | -545.0% | +57.9% |
| 5Y | +82.3% | +700.5% | -618.2% | +59.6% |
| 10Y | +322.1% | +717.6% | -395.5% | +286.4% |
| All | +322.1% | +684.1% | -362.0% | +286.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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