+20.1%
IVV vs FIG
-56.9%
+76.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.4% | +3.9% | -0.3% |
| 7D | +0.1% | -16.3% | +16.4% | +0.7% |
| 30D | +0.1% | -14.3% | +14.4% | +0.5% |
| 3M | +2.0% | +7.2% | -5.2% | +1.5% |
| 6M | +13.0% | -18.6% | +31.7% | +14.2% |
| YTD | +13.6% | -35.5% | +49.1% | +16.7% |
| 1Y | +20.1% | -55.8% | +75.9% | +27.3% |
| All | +20.1% | -56.9% | +76.9% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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