+306.5%
IVV vs CPB
-38.3%
+344.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.5% |
| 7D | -2.7% | +8.0% | -10.7% | -3.5% |
| 30D | -5.4% | +22.4% | -27.7% | -7.6% |
| 3M | -4.1% | +2.5% | -6.6% | -4.5% |
| 6M | +0.7% | +12.2% | -11.5% | -1.1% |
| YTD | +8.7% | -12.8% | +21.6% | +10.1% |
| 1Y | +11.0% | -19.2% | +30.1% | +13.4% |
| 3Y | +75.4% | -35.6% | +111.0% | +83.0% |
| 5Y | +68.3% | -31.4% | +99.8% | +72.3% |
| All | +306.5% | -38.3% | +344.9% | +320.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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