+766.3%
IVV vs BTI
+4,254.0%
-3,487.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.2% |
| 7D | -0.9% | -3.0% | +2.1% | 0.0% |
| 30D | -2.3% | +9.8% | -12.1% | -5.2% |
| 3M | -1.2% | +9.2% | -10.3% | -4.1% |
| 6M | +3.3% | +4.0% | -0.7% | +1.2% |
| YTD | +12.3% | +12.7% | -0.4% | +6.9% |
| 1Y | +12.5% | +15.9% | -3.4% | +6.1% |
| 3Y | +79.2% | +148.9% | -69.8% | +30.3% |
| 5Y | +75.6% | +152.8% | -77.1% | +25.8% |
| 10Y | +313.4% | +124.2% | +189.1% | +195.9% |
| All | +766.3% | +4,254.0% | -3,487.7% | +344.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling