+82.3%
IVV vs BTDR
+24.7%
+57.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | -0.3% |
| 7D | -0.4% | +14.8% | -15.2% | -1.0% |
| 30D | -1.4% | +41.8% | -43.2% | -2.9% |
| 3M | +3.7% | -29.2% | +32.9% | +4.5% |
| 6M | +13.0% | +66.2% | -53.1% | +9.6% |
| YTD | +12.4% | +10.0% | +2.5% | +10.4% |
| 1Y | +18.6% | -11.0% | +29.6% | +16.5% |
| 3Y | +78.1% | +6.9% | +71.1% | +67.7% |
| 5Y | +82.3% | +24.7% | +57.6% | +67.2% |
| All | +82.3% | +24.7% | +57.6% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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