+9.4%
IVV vs BA
-12.8%
+22.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.5% | -1.9% | -4.0% |
| 7D | -4.8% | -0.1% | -4.7% | -4.7% |
| 30D | -5.9% | -9.1% | +3.2% | -4.6% |
| 3M | -4.5% | -28.2% | +23.7% | +0.7% |
| 6M | +1.8% | -23.1% | +25.0% | +5.7% |
| YTD | +8.4% | -20.6% | +28.9% | +10.6% |
| 1Y | +9.4% | -12.7% | +22.1% | +10.7% |
| All | +9.4% | -12.8% | +22.2% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1y: compounded portfolio wealth divided by compounded BA 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…
1y analysis · Full analysis span regression · 6 months rolling