+18.6%
IVV vs BTG
+29.1%
-10.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.5% |
| 7D | -0.4% | +2.4% | -2.8% | -0.6% |
| 30D | -1.4% | +9.5% | -10.9% | -2.2% |
| 3M | +3.7% | +38.5% | -34.8% | +0.5% |
| 6M | +13.0% | +5.6% | +7.4% | +11.4% |
| YTD | +12.4% | +23.9% | -11.5% | +9.4% |
| 1Y | +18.6% | +32.1% | -13.5% | +12.4% |
| All | +18.6% | +29.1% | -10.5% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling