+313.4%
IVV vs EMB
+36.3%
+277.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | -0.9% | -0.4% | -0.5% | -0.5% |
| 30D | -2.3% | +1.5% | -3.9% | -3.9% |
| 3M | -1.2% | -1.6% | +0.4% | +0.6% |
| 6M | +3.3% | -1.5% | +4.8% | +5.1% |
| YTD | +12.3% | -0.1% | +12.4% | +12.6% |
| 1Y | +12.5% | +0.5% | +12.0% | +12.1% |
| 3Y | +79.2% | +30.2% | +48.9% | +36.3% |
| 5Y | +75.6% | +8.6% | +67.1% | +63.4% |
| 10Y | +313.4% | +36.9% | +276.5% | +228.3% |
| All | +313.4% | +36.3% | +277.1% | +228.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling