+309.6%
IVV vs BTI
+114.6%
+195.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.3% | +3.7% | +2.7% |
| 7D | +0.1% | -2.9% | +3.0% | +0.9% |
| 30D | -3.3% | +8.3% | -11.6% | -5.6% |
| 3M | -2.4% | +2.9% | -5.3% | -3.4% |
| 6M | +2.6% | +6.2% | -3.6% | 0.0% |
| YTD | +11.3% | +10.9% | +0.4% | +6.7% |
| 1Y | +13.4% | +16.6% | -3.1% | +7.0% |
| 3Y | +80.3% | +142.2% | -61.9% | +31.8% |
| 5Y | +72.7% | +151.3% | -78.6% | +23.2% |
| 10Y | +309.6% | +113.9% | +195.8% | +190.6% |
| All | +309.6% | +114.6% | +195.1% | +190.6% |
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