+11.0%
IVV vs FIG
-58.9%
+69.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | +0.3% |
| 7D | -2.7% | -13.1% | +10.4% | -2.1% |
| 30D | -5.4% | -13.0% | +7.6% | -4.9% |
| 3M | -4.1% | -21.5% | +17.5% | -3.3% |
| 6M | +0.7% | -2.5% | +3.2% | +0.2% |
| YTD | +8.7% | -49.7% | +58.4% | +14.7% |
| 1Y | +11.0% | -59.1% | +70.1% | +21.8% |
| All | +11.0% | -58.9% | +69.9% | +21.8% |
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