+972.1%
IVV vs CNC
+5,826.8%
-4,854.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.2% |
| 7D | -0.9% | -7.3% | +6.4% | +0.3% |
| 30D | -2.3% | +5.2% | -7.5% | -3.4% |
| 3M | -1.2% | +8.6% | -9.8% | -2.8% |
| 6M | +3.3% | +25.1% | -21.7% | -1.1% |
| YTD | +12.3% | +71.3% | -58.9% | +0.9% |
| 1Y | +12.5% | +99.3% | -86.8% | -1.6% |
| 3Y | +79.2% | -1.9% | +81.1% | +69.4% |
| 5Y | +75.6% | -6.4% | +82.0% | +65.8% |
| 10Y | +313.4% | +178.1% | +135.2% | +215.7% |
| All | +972.1% | +5,826.8% | -4,854.7% | +395.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling