+13.5%
IVV vs EQT
-12.2%
+25.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.4% |
| 7D | +2.6% | +6.9% | -4.3% | +2.5% |
| 30D | -2.0% | +0.4% | -2.4% | -2.0% |
| 3M | -2.8% | -2.0% | -0.7% | -2.8% |
| 6M | +2.2% | -5.0% | +7.1% | +2.3% |
| YTD | +11.5% | -0.3% | +11.8% | +10.9% |
| 1Y | +13.5% | -11.3% | +24.8% | +14.8% |
| All | +13.5% | -12.2% | +25.7% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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