+776.1%
IVV vs BLK
+7,141.7%
-6,365.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +0.1% | -3.6% | +3.7% | +1.5% |
| 30D | +0.1% | -1.0% | +1.1% | +0.4% |
| 3M | +2.0% | +10.4% | -8.4% | -2.1% |
| 6M | +13.0% | +8.2% | +4.9% | +9.0% |
| YTD | +13.6% | +6.0% | +7.6% | +10.1% |
| 1Y | +20.1% | +3.3% | +16.7% | +17.2% |
| 3Y | +77.6% | +70.3% | +7.3% | +42.5% |
| 5Y | +82.5% | +34.5% | +48.0% | +57.8% |
| 10Y | +316.5% | +281.9% | +34.6% | +144.0% |
| All | +776.1% | +7,141.7% | -6,365.5% | +158.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling