+11.7%
IVV vs GTLB
+3.0%
+8.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.0% | +4.4% | +2.4% |
| 7D | +0.1% | -9.6% | +9.7% | +0.6% |
| 30D | -3.3% | -14.5% | +11.2% | -2.6% |
| 3M | -2.4% | +20.9% | -23.3% | -3.0% |
| 6M | +2.6% | +81.4% | -78.8% | +0.3% |
| YTD | +11.3% | +25.6% | -14.3% | +10.6% |
| All | +11.7% | +3.0% | +8.7% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 GTLB 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