+76.9%
IVV vs CNC
-1.8%
+78.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -0.4% |
| 7D | -0.6% | +4.0% | -4.6% | -0.7% |
| 30D | -3.7% | +7.4% | -11.0% | -3.9% |
| 3M | -2.7% | +5.4% | -8.2% | -2.9% |
| 6M | +2.2% | +25.4% | -23.2% | +1.6% |
| YTD | +10.9% | +70.6% | -59.7% | +9.1% |
| 1Y | +11.3% | +104.9% | -93.6% | +9.0% |
| 3Y | +76.9% | -2.3% | +79.2% | +77.0% |
| All | +76.9% | -1.8% | +78.6% | +77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling