+719.1%
IVV vs BTG
+392.0%
+327.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.3% |
| 7D | +0.1% | -0.9% | +1.0% | +0.1% |
| 30D | +0.1% | +36.8% | -36.8% | -1.6% |
| 3M | +2.0% | +23.1% | -21.1% | +0.7% |
| 6M | +13.0% | +3.5% | +9.6% | +12.4% |
| YTD | +13.6% | +25.5% | -11.9% | +11.6% |
| 1Y | +20.1% | +40.1% | -20.0% | +17.2% |
| 3Y | +77.6% | +101.1% | -23.5% | +69.0% |
| 5Y | +82.5% | +70.6% | +11.9% | +74.0% |
| 10Y | +316.5% | +152.1% | +164.4% | +285.3% |
| All | +719.1% | +392.0% | +327.1% | +609.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling