+82.2%
IVV vs BR
+9.8%
+72.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | +0.3% |
| 7D | +0.5% | -5.9% | +6.5% | +2.7% |
| 30D | -1.0% | +1.9% | -2.9% | -1.8% |
| 3M | +3.9% | +14.7% | -10.8% | -2.0% |
| 6M | +14.5% | -12.8% | +27.3% | +20.5% |
| YTD | +12.9% | -23.0% | +35.9% | +25.4% |
| 1Y | +19.4% | -31.7% | +51.0% | +40.1% |
| 3Y | +78.8% | -4.8% | +83.6% | +75.2% |
| 5Y | +82.2% | +7.8% | +74.4% | +56.3% |
| All | +82.2% | +9.8% | +72.4% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 5y: compounded portfolio wealth divided by compounded BR 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…
5y analysis · Full analysis span regression · 6 months rolling