+628.8%
IVV vs BND
+76.5%
+552.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | -5.4% | +2.3% | -7.6% | -5.2% |
| 3M | -4.1% | -0.2% | -3.8% | -4.1% |
| 6M | +0.7% | -1.0% | +1.7% | +0.7% |
| YTD | +8.7% | -0.4% | +9.1% | +8.7% |
| 1Y | +11.0% | -0.1% | +11.1% | +11.0% |
| 3Y | +75.4% | +15.1% | +60.3% | +78.4% |
| 5Y | +68.3% | -1.5% | +69.8% | +61.4% |
| 10Y | +315.5% | +16.0% | +299.5% | +344.5% |
| All | +628.8% | +76.5% | +552.3% | +875.9% |
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