+313.7%
IVV vs CPB
-45.7%
+359.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.8% |
| 7D | +0.5% | -8.2% | +8.7% | +1.5% |
| 30D | -1.0% | -5.6% | +4.6% | -0.4% |
| 3M | +3.9% | +3.0% | +0.9% | +3.2% |
| 6M | +14.5% | -12.7% | +27.2% | +16.1% |
| YTD | +12.9% | -18.0% | +30.9% | +15.2% |
| 1Y | +19.4% | -31.7% | +51.1% | +24.9% |
| 3Y | +78.8% | -41.0% | +119.8% | +88.9% |
| 5Y | +82.2% | -38.4% | +120.6% | +89.6% |
| 10Y | +313.7% | -45.0% | +358.6% | +336.5% |
| All | +313.7% | -45.7% | +359.3% | +336.5% |
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