+760.2%
IVV vs BLK
+7,831.4%
-7,071.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | +2.6% | +3.7% | -1.2% | +1.2% |
| 30D | -2.0% | +13.9% | -15.9% | -6.8% |
| 3M | -2.8% | +3.9% | -6.7% | -4.4% |
| 6M | +2.2% | +13.0% | -10.8% | -3.0% |
| YTD | +11.5% | +16.1% | -4.6% | +4.3% |
| 1Y | +13.5% | +16.8% | -3.3% | +5.8% |
| 3Y | +78.1% | +97.7% | -19.6% | +34.9% |
| 5Y | +73.1% | +42.1% | +31.0% | +46.4% |
| 10Y | +310.4% | +321.3% | -10.9% | +131.6% |
| All | +760.2% | +7,831.4% | -7,071.2% | +144.9% |
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