+776.1%
IVV vs FITB
+166.8%
+609.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | +0.1% | -4.7% | +4.8% | +1.1% |
| 3M | +2.0% | +6.7% | -4.7% | +0.4% |
| 6M | +13.0% | +12.6% | +0.5% | +9.8% |
| YTD | +13.6% | +19.1% | -5.5% | +8.7% |
| 1Y | +20.1% | +22.6% | -2.6% | +14.0% |
| 3Y | +77.6% | +127.1% | -49.5% | +45.6% |
| 5Y | +82.5% | +71.8% | +10.7% | +56.7% |
| 10Y | +316.5% | +287.2% | +29.3% | +186.5% |
| All | +776.1% | +166.8% | +609.4% | +525.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 all: compounded portfolio wealth divided by compounded FITB 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…
all analysis · Full analysis span regression · 6 months rolling