+82.2%
IVV vs EBAY
+52.6%
+29.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.8% | -0.9% |
| 7D | +0.5% | -0.4% | +0.9% | +0.6% |
| 30D | -1.0% | -6.3% | +5.3% | +0.5% |
| 3M | +3.9% | -3.3% | +7.1% | +4.3% |
| 6M | +14.5% | +13.5% | +1.0% | +9.9% |
| YTD | +12.9% | +21.2% | -8.3% | +6.0% |
| 1Y | +19.4% | +13.9% | +5.5% | +13.1% |
| 3Y | +78.8% | +153.1% | -74.3% | +26.4% |
| 5Y | +82.2% | +54.5% | +27.7% | +37.6% |
| All | +82.2% | +52.6% | +29.6% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EBAY.
Daily Out/Under-Performance
Portfolio return minus EBAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EBAY 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 5y: compounded portfolio wealth divided by compounded EBAY 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…
5y analysis · Full analysis span regression · 6 months rolling