+19.4%
IVV vs EWT
+92.3%
-73.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | +0.5% | +1.6% | -1.1% | 0.0% |
| 30D | -1.0% | +8.2% | -9.2% | -3.4% |
| 3M | +3.9% | +11.1% | -7.2% | -0.1% |
| 6M | +14.5% | +60.4% | -45.9% | -5.1% |
| YTD | +12.9% | +75.6% | -62.7% | -10.4% |
| 1Y | +19.4% | +91.3% | -72.0% | -7.2% |
| All | +19.4% | +92.3% | -73.0% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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