+75.4%
IVV vs GE
+277.0%
-201.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.4% | -0.4% |
| 7D | -2.7% | +7.1% | -9.8% | -4.5% |
| 30D | -5.4% | +6.5% | -11.8% | -7.0% |
| 3M | -4.1% | -13.6% | +9.5% | -0.4% |
| 6M | +0.7% | +6.0% | -5.3% | -1.6% |
| YTD | +8.7% | +5.4% | +3.4% | +5.5% |
| 1Y | +11.0% | +6.5% | +4.5% | +7.2% |
| 3Y | +75.4% | +268.6% | -193.2% | +16.2% |
| All | +75.4% | +277.0% | -201.6% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 3y: compounded portfolio wealth divided by compounded GE 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…
3y analysis · Full analysis span regression · 6 months rolling