+20.1%
IVV vs EEM
+41.0%
-20.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.1% |
| 7D | +0.1% | +2.3% | -2.2% | -0.8% |
| 30D | +0.1% | +4.5% | -4.5% | -1.7% |
| 3M | +2.0% | -0.1% | +2.1% | +1.6% |
| 6M | +13.0% | +16.9% | -3.9% | +4.1% |
| YTD | +13.6% | +26.2% | -12.6% | -0.5% |
| 1Y | +20.1% | +40.5% | -20.4% | +1.7% |
| All | +20.1% | +41.0% | -20.9% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 1y: compounded portfolio wealth divided by compounded EEM 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…
1y analysis · Full analysis span regression · 6 months rolling