+73.1%
IVV vs GE
+405.3%
-332.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | +2.6% | +2.7% | -0.1% | +1.7% |
| 30D | -2.0% | +8.1% | -10.1% | -4.6% |
| 3M | -2.8% | -7.9% | +5.1% | -0.5% |
| 6M | +2.2% | +12.9% | -10.7% | -2.8% |
| YTD | +11.5% | +8.2% | +3.4% | +6.6% |
| 1Y | +13.5% | +9.7% | +3.8% | +7.8% |
| 3Y | +78.1% | +266.1% | -188.0% | +3.2% |
| All | +73.1% | +405.3% | -332.2% | -17.9% |
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