+300.2%
IVV vs BTI
+117.4%
+182.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.5% | +3.8% | +1.3% |
| 7D | -2.7% | -1.0% | -1.7% | -2.5% |
| 30D | -5.4% | +13.0% | -18.3% | -8.7% |
| 3M | -4.1% | +5.3% | -9.4% | -5.7% |
| 6M | +0.7% | +5.3% | -4.6% | -1.6% |
| YTD | +8.7% | +12.4% | -3.7% | +3.9% |
| 1Y | +11.0% | +18.9% | -8.0% | +4.1% |
| 3Y | +75.4% | +144.0% | -68.6% | +28.0% |
| 5Y | +68.3% | +156.3% | -87.9% | +19.4% |
| All | +300.2% | +117.4% | +182.8% | +182.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling