+75.4%
IVV vs BN
+90.6%
-15.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.7% |
| 7D | -2.7% | +5.3% | -8.0% | -4.7% |
| 30D | -5.4% | +11.9% | -17.3% | -9.4% |
| 3M | -4.1% | -5.7% | +1.7% | -2.1% |
| 6M | +0.7% | -10.6% | +11.3% | +4.6% |
| YTD | +8.7% | -9.4% | +18.1% | +11.5% |
| 1Y | +11.0% | -8.8% | +19.8% | +13.3% |
| 3Y | +75.4% | +95.6% | -20.2% | +38.6% |
| All | +75.4% | +90.6% | -15.2% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 3y: compounded portfolio wealth divided by compounded BN 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…
3y analysis · Full analysis span regression · 6 months rolling