+82.2%
IVV vs BTG
+72.2%
+10.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.2% | -0.3% |
| 7D | +0.5% | +4.8% | -4.3% | 0.0% |
| 30D | -1.0% | +8.3% | -9.3% | -1.9% |
| 3M | +3.9% | +32.3% | -28.4% | +0.4% |
| 6M | +14.5% | +3.0% | +11.5% | +13.1% |
| YTD | +12.9% | +21.9% | -9.0% | +9.0% |
| 1Y | +19.4% | +28.2% | -8.8% | +13.9% |
| 3Y | +78.8% | +99.9% | -21.1% | +58.0% |
| 5Y | +82.2% | +73.6% | +8.6% | +62.9% |
| All | +82.2% | +72.2% | +10.0% | +62.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling