+12.1%
IVV vs GLXY
-51.0%
+63.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | +0.1% |
| 7D | +3.3% | +16.9% | -13.6% | +2.1% |
| 30D | -2.7% | -23.0% | +20.3% | -1.4% |
| 3M | -1.7% | -28.0% | +26.3% | -0.3% |
| 6M | +3.2% | -51.6% | +54.8% | +7.2% |
| YTD | +12.0% | -32.1% | +44.1% | +11.3% |
| 1Y | +12.1% | -51.5% | +63.6% | +14.1% |
| All | +12.1% | -51.0% | +63.1% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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