+78.8%
IVV vs ET
+96.2%
-17.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.6% |
| 7D | +0.5% | +0.4% | +0.1% | +0.4% |
| 30D | -1.0% | +6.9% | -7.8% | -3.0% |
| 3M | +3.9% | +13.1% | -9.2% | -0.2% |
| 6M | +14.5% | +18.7% | -4.2% | +7.8% |
| YTD | +12.9% | +37.4% | -24.5% | +0.4% |
| 1Y | +19.4% | +34.8% | -15.5% | +6.8% |
| 3Y | +78.8% | +96.8% | -18.0% | +40.7% |
| All | +78.8% | +96.2% | -17.4% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 3y: compounded portfolio wealth divided by compounded ET 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…
3y analysis · Full analysis span regression · 6 months rolling