+763.7%
IVV vs EQT
+1,054.0%
-290.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | +3.3% | +3.4% | -0.1% | +2.6% |
| 30D | -2.7% | -3.5% | +0.8% | -2.0% |
| 3M | -1.7% | -2.8% | +1.1% | -1.3% |
| 6M | +3.2% | -5.5% | +8.7% | +3.9% |
| YTD | +12.0% | -1.1% | +13.1% | +11.1% |
| 1Y | +12.1% | -12.9% | +25.0% | +14.2% |
| 3Y | +78.6% | +39.5% | +39.1% | +60.1% |
| 5Y | +73.8% | +164.1% | -90.3% | +28.1% |
| 10Y | +312.1% | +60.8% | +251.3% | +198.0% |
| All | +763.7% | +1,054.0% | -290.2% | +188.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling