+313.7%
IVV vs BEN
+56.5%
+257.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +0.5% | +4.7% | -4.2% | -1.1% |
| 30D | -1.0% | +2.6% | -3.6% | -1.9% |
| 3M | +3.9% | +11.5% | -7.6% | -0.3% |
| 6M | +14.5% | +35.3% | -20.8% | +2.1% |
| YTD | +12.9% | +48.6% | -35.7% | -2.9% |
| 1Y | +19.4% | +46.7% | -27.3% | +2.9% |
| 3Y | +78.8% | +57.0% | +21.8% | +45.9% |
| 5Y | +82.2% | +41.8% | +40.4% | +50.3% |
| 10Y | +313.7% | +55.2% | +258.4% | +200.7% |
| All | +313.7% | +56.5% | +257.2% | +200.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling