+738.6%
IVV vs IBN
+1,618.9%
-880.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.2% | -3.8% | -0.5% |
| 7D | -2.7% | +15.1% | -17.8% | -5.5% |
| 30D | -5.4% | +21.6% | -27.0% | -9.1% |
| 3M | -4.1% | +11.2% | -15.2% | -6.2% |
| 6M | +0.7% | +27.8% | -27.0% | -4.4% |
| YTD | +8.7% | +14.7% | -5.9% | +5.4% |
| 1Y | +11.0% | +14.4% | -3.4% | +7.5% |
| 3Y | +75.4% | +52.1% | +23.3% | +59.4% |
| 5Y | +68.3% | +70.7% | -2.4% | +49.0% |
| 10Y | +315.5% | +385.5% | -70.0% | +188.3% |
| All | +738.6% | +1,618.9% | -880.3% | +305.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 all: compounded portfolio wealth divided by compounded IBN 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…
all analysis · Full analysis span regression · 6 months rolling