+76.9%
IVV vs CPB
-36.1%
+112.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.4% |
| 7D | -0.6% | +2.9% | -3.5% | -0.6% |
| 30D | -3.7% | +17.6% | -21.3% | -3.6% |
| 3M | -2.7% | +2.0% | -4.8% | -2.6% |
| 6M | +2.2% | +11.6% | -9.4% | +2.3% |
| YTD | +10.9% | -13.8% | +24.7% | +11.4% |
| 1Y | +11.3% | -21.6% | +32.9% | +12.1% |
| 3Y | +76.9% | -35.8% | +112.7% | +79.3% |
| All | +76.9% | -36.1% | +112.9% | +79.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling