+68.2%
IVV vs BWA
+26.5%
+41.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.4% | -0.4% |
| 7D | -2.7% | -5.5% | +2.8% | -1.3% |
| 30D | -5.4% | -21.7% | +16.4% | +0.6% |
| 3M | -4.1% | -25.6% | +21.6% | +3.0% |
| 6M | +0.7% | -17.4% | +18.2% | +4.6% |
| YTD | +8.7% | +9.2% | -0.5% | +2.8% |
| 1Y | +11.0% | +9.7% | +1.2% | +4.6% |
| 3Y | +75.4% | +54.6% | +20.8% | +44.0% |
| All | +68.2% | +26.5% | +41.7% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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