+776.1%
IVV vs BEN
+617.3%
+158.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -3.9% | -1.9% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | +0.1% | -0.5% | +0.6% | +0.2% |
| 3M | +2.0% | +9.7% | -7.7% | -2.2% |
| 6M | +13.0% | +33.9% | -20.9% | -0.7% |
| YTD | +13.6% | +49.0% | -35.4% | -4.9% |
| 1Y | +20.1% | +42.1% | -22.0% | +2.2% |
| 3Y | +77.6% | +51.9% | +25.7% | +42.0% |
| 5Y | +82.5% | +39.0% | +43.4% | +47.1% |
| 10Y | +316.5% | +57.9% | +258.7% | +189.7% |
| All | +776.1% | +617.3% | +158.8% | +155.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling