+82.2%
IVV vs BBY
+0.9%
+81.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | +0.5% | +8.1% | -7.6% | -1.3% |
| 30D | -1.0% | +8.9% | -9.9% | -3.0% |
| 3M | +3.9% | +22.0% | -18.2% | -1.1% |
| 6M | +14.5% | +37.8% | -23.3% | +5.3% |
| YTD | +12.9% | +37.3% | -24.4% | +3.5% |
| 1Y | +19.4% | +21.6% | -2.2% | +12.5% |
| 3Y | +78.8% | +41.5% | +37.3% | +55.1% |
| 5Y | +82.2% | +1.2% | +81.0% | +60.2% |
| All | +82.2% | +0.9% | +81.3% | +60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling