+310.3%
IVV vs CNC
+177.3%
+133.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.7% |
| 7D | +2.6% | +2.2% | +0.4% | +2.2% |
| 30D | -2.0% | +1.6% | -3.6% | -2.5% |
| 3M | -2.8% | +7.9% | -10.7% | -4.4% |
| 6M | +2.2% | +21.2% | -19.0% | -2.0% |
| YTD | +11.5% | +73.2% | -61.7% | -1.0% |
| 1Y | +13.5% | +97.5% | -84.0% | -1.9% |
| 3Y | +78.1% | -1.2% | +79.3% | +69.5% |
| 5Y | +73.1% | -6.1% | +79.2% | +64.1% |
| All | +310.3% | +177.3% | +133.0% | +214.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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