+83.1%
IVV vs EEM
+45.0%
+38.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.5% |
| 7D | +0.1% | +2.3% | -2.2% | -1.2% |
| 30D | +0.1% | +4.5% | -4.5% | -2.6% |
| 3M | +2.0% | -0.1% | +2.1% | +1.4% |
| 6M | +13.0% | +16.9% | -3.9% | +1.2% |
| YTD | +13.6% | +26.2% | -12.6% | -3.6% |
| 1Y | +20.1% | +40.5% | -20.4% | -5.2% |
| 3Y | +77.6% | +86.2% | -8.6% | +14.9% |
| All | +83.1% | +45.0% | +38.1% | +36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling