+309.6%
IVV vs EOG
+120.7%
+189.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.2% |
| 7D | +0.1% | -6.0% | +6.1% | +1.3% |
| 30D | -3.3% | +0.9% | -4.2% | -3.6% |
| 3M | -2.4% | +10.9% | -13.3% | -4.7% |
| 6M | +2.6% | +15.8% | -13.2% | -1.2% |
| YTD | +11.3% | +45.8% | -34.6% | +1.4% |
| 1Y | +13.4% | +45.3% | -31.8% | +3.3% |
| 3Y | +80.3% | +36.2% | +44.1% | +64.8% |
| 5Y | +72.7% | +94.0% | -21.3% | +42.2% |
| 10Y | +309.6% | +120.5% | +189.2% | +197.9% |
| All | +309.6% | +120.7% | +189.0% | +197.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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