+82.3%
IVV vs BLK
+31.1%
+51.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | +0.6% |
| 7D | -0.4% | -2.7% | +2.3% | +0.9% |
| 30D | -1.4% | -4.8% | +3.4% | +0.8% |
| 3M | +3.7% | +6.5% | -2.8% | +0.1% |
| 6M | +13.0% | +13.2% | -0.1% | +5.5% |
| YTD | +12.4% | +1.8% | +10.6% | +10.0% |
| 1Y | +18.6% | -1.0% | +19.6% | +17.2% |
| 3Y | +78.1% | +66.0% | +12.1% | +31.8% |
| 5Y | +82.3% | +31.2% | +51.0% | +48.7% |
| All | +82.3% | +31.1% | +51.2% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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