+68.2%
IVV vs GE
+386.1%
-317.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.4% | -0.5% |
| 7D | -2.7% | +7.1% | -9.8% | -4.9% |
| 30D | -5.4% | +6.5% | -11.8% | -7.4% |
| 3M | -4.1% | -13.6% | +9.5% | +0.3% |
| 6M | +0.7% | +6.0% | -5.3% | -2.1% |
| YTD | +8.7% | +5.4% | +3.4% | +4.9% |
| 1Y | +11.0% | +6.5% | +4.5% | +6.5% |
| 3Y | +75.4% | +268.6% | -193.2% | +1.5% |
| All | +68.2% | +386.1% | -317.9% | -19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling