+75.6%
IVV vs FDX
+77.4%
-1.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.0% |
| 7D | -0.9% | -2.1% | +1.1% | -0.4% |
| 30D | -2.3% | +10.4% | -12.8% | -4.9% |
| 3M | -1.2% | +0.5% | -1.6% | -1.4% |
| 6M | +3.3% | +6.5% | -3.2% | +1.2% |
| YTD | +12.3% | +40.2% | -27.9% | +1.6% |
| 1Y | +12.5% | +52.1% | -39.6% | -0.5% |
| 3Y | +79.2% | +72.8% | +6.3% | +47.6% |
| 5Y | +75.6% | +76.3% | -0.6% | +40.9% |
| All | +75.6% | +77.4% | -1.8% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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