+312.0%
IVV vs CI
+145.6%
+166.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.2% |
| 7D | +3.3% | -1.7% | +5.1% | +3.8% |
| 30D | -2.7% | +4.9% | -7.5% | -4.0% |
| 3M | -1.7% | +7.4% | -9.1% | -3.8% |
| 6M | +3.2% | +0.4% | +2.8% | +2.4% |
| YTD | +12.0% | +9.5% | +2.5% | +8.0% |
| 1Y | +12.1% | +12.0% | +0.1% | +7.4% |
| 3Y | +78.6% | +7.1% | +71.5% | +66.2% |
| 5Y | +73.8% | +49.3% | +24.5% | +40.6% |
| All | +312.0% | +145.6% | +166.4% | +184.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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