+1,057.5%
IVV vs BNS
+1,498.6%
-441.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.5% | +0.9% |
| 7D | -0.9% | -3.2% | +2.3% | +0.8% |
| 30D | -2.3% | +5.1% | -7.4% | -4.8% |
| 3M | -1.2% | +6.0% | -7.1% | -4.3% |
| 6M | +3.3% | +23.4% | -20.0% | -7.7% |
| YTD | +12.3% | +30.4% | -18.1% | -2.7% |
| 1Y | +12.5% | +44.0% | -31.4% | -7.4% |
| 3Y | +79.2% | +150.3% | -71.2% | +9.6% |
| 5Y | +75.6% | +83.0% | -7.4% | +25.2% |
| 10Y | +313.4% | +190.9% | +122.5% | +125.7% |
| All | +1,057.5% | +1,498.6% | -441.1% | +143.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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