+12.5%
IVV vs FND
-14.8%
+27.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.4% |
| 7D | -0.9% | -4.4% | +3.5% | -0.4% |
| 30D | -2.3% | +14.5% | -16.9% | -3.9% |
| 3M | -1.2% | -15.6% | +14.4% | +0.6% |
| 6M | +3.3% | +4.7% | -1.4% | +1.9% |
| YTD | +12.3% | -16.1% | +28.5% | +12.8% |
| 1Y | +12.5% | -16.0% | +28.5% | +12.9% |
| All | +12.5% | -14.8% | +27.4% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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