+776.1%
IVV vs CAH
+1,269.9%
-493.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | +0.1% | +5.4% | -5.3% | -1.5% |
| 30D | +0.1% | +3.3% | -3.3% | -1.0% |
| 3M | +2.0% | +22.8% | -20.8% | -4.8% |
| 6M | +13.0% | +11.3% | +1.8% | +8.6% |
| YTD | +13.6% | +21.1% | -7.5% | +5.7% |
| 1Y | +20.1% | +67.2% | -47.2% | -0.2% |
| 3Y | +77.6% | +195.6% | -118.0% | +20.0% |
| 5Y | +82.5% | +413.8% | -331.4% | +0.8% |
| 10Y | +316.5% | +309.6% | +7.0% | +130.6% |
| All | +776.1% | +1,269.9% | -493.8% | +221.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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