+776.1%
IVV vs BN
+9,390.0%
-8,613.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +0.1% | -2.5% | +2.6% | +1.1% |
| 30D | +0.1% | -9.5% | +9.6% | +4.2% |
| 3M | +2.0% | -10.4% | +12.4% | +6.6% |
| 6M | +13.0% | -6.4% | +19.4% | +15.4% |
| YTD | +13.6% | -11.9% | +25.5% | +18.5% |
| 1Y | +20.1% | -8.6% | +28.7% | +22.9% |
| 3Y | +77.6% | +77.6% | +0.1% | +33.9% |
| 5Y | +82.5% | +37.0% | +45.4% | +50.4% |
| 10Y | +316.5% | +266.4% | +50.1% | +120.8% |
| All | +776.1% | +9,390.0% | -8,613.9% | +84.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling