+74.8%
IVV vs BA
-11.9%
+86.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.5% | -1.9% | -3.9% |
| 7D | -4.8% | -0.1% | -4.7% | -4.7% |
| 30D | -5.9% | -9.1% | +3.2% | -4.3% |
| 3M | -4.5% | -28.2% | +23.7% | +1.7% |
| 6M | +1.8% | -23.1% | +25.0% | +6.6% |
| YTD | +8.4% | -20.6% | +28.9% | +12.2% |
| 1Y | +9.4% | -12.7% | +22.1% | +11.0% |
| All | +74.8% | -11.9% | +86.8% | +65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling