+82.2%
IVV vs ET
+235.7%
-153.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.1% |
| 3M | +3.9% | +13.1% | -9.2% | -0.4% |
| 6M | +14.5% | +18.7% | -4.2% | +7.7% |
| YTD | +12.9% | +37.4% | -24.5% | +0.8% |
| 1Y | +19.4% | +34.8% | -15.5% | +7.2% |
| 3Y | +78.8% | +96.8% | -18.0% | +40.1% |
| 5Y | +82.2% | +238.2% | -156.0% | +24.5% |
| All | +82.2% | +235.7% | -153.5% | +24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling