+738.6%
IVV vs BEN
+603.8%
+134.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.7% | -4.4% | -1.6% |
| 7D | -2.7% | +6.6% | -9.3% | -5.3% |
| 30D | -5.4% | +3.8% | -9.2% | -7.0% |
| 3M | -4.1% | +0.2% | -4.3% | -4.4% |
| 6M | +0.7% | +10.4% | -9.7% | -4.0% |
| YTD | +8.7% | +46.2% | -37.4% | -8.4% |
| 1Y | +11.0% | +52.3% | -41.3% | -8.2% |
| 3Y | +75.4% | +65.9% | +9.5% | +35.1% |
| 5Y | +68.3% | +20.6% | +47.8% | +45.1% |
| 10Y | +315.5% | +64.8% | +250.8% | +183.4% |
| All | +738.6% | +603.8% | +134.8% | +146.3% |
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