+313.4%
IVV vs BEN
+60.1%
+253.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -0.9% | +7.2% | -8.1% | -3.4% |
| 30D | -2.3% | +14.1% | -16.5% | -7.0% |
| 3M | -1.2% | +9.9% | -11.1% | -4.7% |
| 6M | +3.3% | +17.4% | -14.1% | -3.0% |
| YTD | +12.3% | +57.3% | -45.0% | -5.7% |
| 1Y | +12.5% | +66.9% | -54.4% | -7.6% |
| 3Y | +79.2% | +85.7% | -6.5% | +36.9% |
| 5Y | +75.6% | +31.2% | +44.4% | +49.4% |
| 10Y | +313.4% | +61.0% | +252.3% | +196.6% |
| All | +313.4% | +60.1% | +253.3% | +196.6% |
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