+75.6%
IVV vs BUD
+49.9%
+25.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.8% |
| 7D | -0.9% | +0.5% | -1.4% | -1.1% |
| 30D | -2.3% | +7.4% | -9.7% | -4.3% |
| 3M | -1.2% | +4.3% | -5.5% | -2.5% |
| 6M | +3.3% | +5.3% | -2.0% | +1.4% |
| YTD | +12.3% | +33.2% | -20.9% | +2.7% |
| 1Y | +12.5% | +31.8% | -19.2% | +3.2% |
| 3Y | +79.2% | +47.8% | +31.4% | +55.1% |
| 5Y | +75.6% | +50.2% | +25.5% | +45.7% |
| All | +75.6% | +49.9% | +25.8% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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