+776.1%
IVV vs CPB
+67.1%
+709.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +0.5% |
| 7D | +0.1% | -8.6% | +8.7% | +2.4% |
| 30D | +0.1% | -7.2% | +7.3% | +1.9% |
| 3M | +2.0% | +0.9% | +1.1% | +1.0% |
| 6M | +13.0% | -11.8% | +24.9% | +15.8% |
| YTD | +13.6% | -19.4% | +33.0% | +18.9% |
| 1Y | +20.1% | -30.4% | +50.5% | +30.5% |
| 3Y | +77.6% | -40.2% | +117.8% | +97.1% |
| 5Y | +82.5% | -39.5% | +122.0% | +98.3% |
| 10Y | +316.5% | -47.4% | +363.9% | +352.7% |
| All | +776.1% | +67.1% | +709.0% | +485.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling