+76.9%
IVV vs ED
+47.3%
+29.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.1% | -0.3% |
| 7D | -0.6% | +2.1% | -2.7% | -0.3% |
| 30D | -3.7% | +12.4% | -16.1% | -2.2% |
| 3M | -2.7% | +13.1% | -15.9% | -1.2% |
| 6M | +2.2% | +14.1% | -11.8% | +4.0% |
| YTD | +10.9% | +23.1% | -12.2% | +13.5% |
| 1Y | +11.3% | +25.4% | -14.1% | +14.1% |
| 3Y | +76.9% | +47.9% | +29.0% | +77.6% |
| All | +76.9% | +47.3% | +29.6% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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