+11.0%
IVV vs BBWI
-6.0%
+16.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.6% | +0.5% |
| 7D | -2.7% | -6.2% | +3.5% | -2.3% |
| 30D | -5.4% | +19.9% | -25.3% | -6.4% |
| 3M | -4.1% | +7.1% | -11.2% | -4.6% |
| 6M | +0.7% | +13.7% | -12.9% | -0.5% |
| YTD | +8.7% | +9.6% | -0.9% | +7.7% |
| 1Y | +11.0% | -1.6% | +12.6% | +10.3% |
| All | +11.0% | -6.0% | +16.9% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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