+12.1%
IVV vs BBY
+40.1%
-28.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | -0.2% |
| 7D | +3.3% | +4.0% | -0.7% | +3.0% |
| 30D | -2.7% | +17.6% | -20.2% | -3.6% |
| 3M | -1.7% | +25.9% | -27.6% | -3.0% |
| 6M | +3.2% | +85.1% | -82.0% | -1.1% |
| YTD | +12.0% | +60.6% | -48.6% | +8.4% |
| 1Y | +12.1% | +40.2% | -28.1% | +11.3% |
| All | +12.1% | +40.1% | -28.0% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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