+68.2%
IVV vs EMB
+6.0%
+62.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -2.7% | -0.1% | -2.6% | -2.6% |
| 30D | -5.4% | +1.3% | -6.7% | -6.6% |
| 3M | -4.1% | -2.7% | -1.3% | -1.3% |
| 6M | +0.7% | -2.8% | +3.6% | +3.8% |
| YTD | +8.7% | -1.1% | +9.8% | +10.2% |
| 1Y | +11.0% | 0.0% | +11.0% | +11.2% |
| 3Y | +75.4% | +28.8% | +46.6% | +39.1% |
| All | +68.2% | +6.0% | +62.1% | +59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling