+652.9%
IVV vs BND
+75.9%
+576.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -0.9% | -0.6% | -0.4% | -1.0% |
| 30D | -2.3% | +1.6% | -3.9% | -2.3% |
| 3M | -1.2% | -0.5% | -0.7% | -1.2% |
| 6M | +3.3% | -1.1% | +4.4% | +3.2% |
| YTD | +12.3% | -0.7% | +13.0% | +12.3% |
| 1Y | +12.5% | -0.7% | +13.2% | +12.5% |
| 3Y | +79.2% | +14.4% | +64.7% | +82.1% |
| 5Y | +75.6% | -1.1% | +76.7% | +68.9% |
| 10Y | +313.4% | +17.9% | +295.5% | +349.1% |
| All | +652.9% | +75.9% | +576.9% | +908.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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